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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $210,029 |
MERCER2 years Service code 27 · EIN 13-2834414 | Advisory (Plan) | $31,986 |
Filed as: MCCONNELL JONES Service code 10 · EIN 76-0488832 | Accounting | $19,480 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,739 | $140,190-58.8% | $115,756-50.1% | $77,906-25.9% |
| Participation rate | 96.2% | 81.0%+15.2pp | 77.1%+19.1pp | 73.7%+22.5pp |
| Annual return | -17.08% | -13.46%-3.6pp | 143.14%-160.2pp | 12.16%-29.2pp |
| Employer contribution / active EE | $1,769 | $3,169-44.2% | $3,793-53.4% | $2,846-37.9% |
| Participant deferral / active EE | $5,165 | $5,401-4.4% | $6,254-17.4% | $4,805+7.5% |
| Admin fee / account holder | $132 | $138-4.4% | $8,124-98.4% | $133-0.1% |