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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $55,930 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $41,728 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-2746212 | Advisory (Plan) | $11,702 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L 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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,483 | $62,164+52.0% | $81,482+16.0% | $74,400+27.0% |
| Participation rate | 78.0% | 64.1%+13.9pp | 69.5%+8.5pp | 67.2%+10.8pp |
| Annual return | 11.58% | 16.50%-4.9pp | 24.79%-13.2pp | 1367.51%-1355.9pp |
| Employer contribution / active EE | $2,463 | $1,884+30.7% | $2,4630% | $2,624-6.1% |
| Participant deferral / active EE | $7,666 | $3,230+137.3% | $3,885+97.3% | $4,348+76.3% |
| Admin fee / account holder | $470 | $1,923-75.6% | $5,761-91.8% | $1,944-75.8% |