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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $91,016 |
Filed as: NATHAN WECHSLER & COMPAN Service code 10 · EIN 02-0327524 | Accounting | $16,000 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L 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 | $81,881 | $92,186-11.2% | $105,624-22.5% | $77,762+5.3% |
| Participation rate | 91.6% | 81.0%+10.6pp | 75.3%+16.4pp | 70.6%+21.1pp |
| Annual return | 16.25% | 17.83%-1.6pp | 116.20%-100.0pp | 31.27%-15.0pp |
| Employer contribution / active EE | $1,744 | $3,376-48.3% | $3,168-45.0% | $2,728-36.1% |
| Participant deferral / active EE | $5,234 | $5,395-3.0% | $5,013+4.4% | $4,651+12.5% |
| Admin fee / account holder | $176 | $219-19.5% | $10,961-98.4% | $433-59.3% |