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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $253,188 |
MERCER4 years Service code 27 · EIN 13-2834414 | Advisory (Plan) | $42,492 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $25,330 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,337 | $148,970-49.4% | $136,072-44.6% | $199,960-62.3% |
| Participation rate | 95.3% | 79.4%+15.9pp | 76.4%+18.9pp | 72.0%+23.3pp |
| Annual return | 14.36% | 27.07%-12.7pp | 580.46%-566.1pp | 34.28%-19.9pp |
| Employer contribution / active EE | $2,016 | $3,561-43.4% | $4,216-52.2% | $3,036-33.6% |
| Participant deferral / active EE | $6,665 | $6,140+8.5% | $7,028-5.2% | $5,087+31.0% |
| Admin fee / account holder | $156 | $144+8.3% | $6,718-97.7% | $269-42.1% |