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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,068 |
IMA WEALTH INC7 years Service code 27 · EIN 48-1233289 | Advisory (Plan) | $24,775 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,718 | $49,173+133.3% | $121,098-5.3% | $75,163+52.6% |
| Participation rate | 69.4% | 55.4%+14.1pp | 69.5%0pp | 67.2%+2.3pp |
| Annual return | 15.41% | 55.99%-40.6pp | 985.75%-970.3pp | 160.62%-145.2pp |
| Employer contribution / active EE | $4,318 | $1,546+179.4% | $4,164+3.7% | $2,670+61.7% |
| Participant deferral / active EE | $6,183 | $2,628+135.3% | $4,080+51.6% | $4,125+49.9% |
| Admin fee / account holder | $434 | $3,942-89.0% | $5,644-92.3% | $5,651-92.3% |