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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $47,881 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,944 |
SCHOENEKASE, JEFFREY A.3+ years Service code 49 7300 W 110TH ST STE 220 · OVERLAND PARK, KS 662102332 | Other Services | $12,327 |
NOVAK BIRKS, P.C.2 years Service code 10 · EIN 43-1122456 | Accounting | $10,000 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $111,480 | $44,059+153.0% | $71,671+55.5% | $69,631+60.1% |
| Participation rate | 99.9% | 60.8%+39.1pp | 68.7%+31.1pp | 70.7%+29.2pp |
| Annual return | 21.48% | 21.97%-0.5pp | 20.65%+0.8pp | 27571.02%-27549.5pp |
| Employer contribution / active EE | $8,523 | $1,305+553.2% | $2,460+246.5% | $2,032+319.4% |
| Participant deferral / active EE | $8,023 | $2,370+238.6% | $3,438+133.4% | $3,224+148.9% |
| Admin fee / account holder | $19 | $108-82.5% | $5,558-99.7% | $110-83.0% |