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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,794 |
IMA WEALTH INC1 year Filed as: IMA ADVISORY SERVICES, INC. Service code 27 · EIN 48-1233289 | Advisory (Plan) | $27,022 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,039 | $51,638+149.9% | $129,406-0.3% | $80,959+59.4% |
| Participation rate | 73.8% | 56.9%+16.8pp | 69.6%+4.1pp | 67.7%+6.1pp |
| Annual return | 12.37% | 20.78%-8.4pp | 9468.18%-9455.8pp | 35.67%-23.3pp |
| Employer contribution / active EE | $5,317 | $1,584+235.8% | $4,155+28.0% | $2,757+92.9% |
| Participant deferral / active EE | $7,833 | $2,670+193.4% | $4,167+88.0% | $4,300+82.1% |
| Admin fee / account holder | $499 | $4,313-88.4% | $7,689-93.5% | $6,925-92.8% |