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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $59,143 |
Filed as: LEUMI INVESTMENT SERVICES Service code 27 | Advisory (Plan) | $27,136 |
PPC INC7 years Service code 13 | Contract Administrator | $7,015 |
PPC INC4 years Filed as: PPC, INC. Service code 13 · EIN 13-3384874 | Contract Administrator | $525 |
Service code 27 · EIN 13-4132289 | Advisory (Plan) | $0 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $64,593 | $89,225-27.6% | $133,698-51.7% | $74,478-13.3% |
| Participation rate | 94.4% | 69.4%+25.0pp | 76.4%+18.0pp | 67.2%+27.2pp |
| Annual return | 12.04% | 22.76%-10.7pp | 580.90%-568.9pp | 1370.56%-1358.5pp |
| Employer contribution / active EE | $2,652 | $2,816-5.8% | $4,218-37.1% | $2,626+1.0% |
| Participant deferral / active EE | $3,171 | $4,597-31.0% | $7,016-54.8% | $4,350-27.1% |
| Admin fee / account holder | $243 | $1,545-84.3% | $6,703-96.4% | $1,946-87.5% |