Filed May 5, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $55,611 |
BOKF, NA2 years Filed as: BOKF NA Service code 27 · EIN 73-0780382 | Advisory (Plan) | $31,129 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,126 | $52,293-34.7% | $178,499-80.9% | $73,412-53.5% |
| Participation rate | 99.6% | 65.3%+34.2pp | 81.9%+17.6pp | 72.2%+27.4pp |
| Annual return | 19.54% | 34.75%-15.2pp | 151.10%-131.6pp | 59.30%-39.8pp |
| Employer contribution / active EE | $1,828 | $1,735+5.3% | $5,011-63.5% | $2,234-18.2% |
| Participant deferral / active EE | $3,490 | $2,332+49.6% | $5,202-32.9% | $3,806-8.3% |
| Admin fee / account holder | $157 | $127+23.2% | $13,986-98.9% | $158-0.7% |