Filed January 2, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $111,894 |
MORNINGSTAR1 year 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).
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 | $84,570 | $50,574+67.2% | $169,381-50.1% | $80,187+5.5% |
| Participation rate | 96.0% | 67.8%+28.2pp | 77.2%+18.9pp | 72.9%+23.1pp |
| Annual return | 17.90% | 22.92%-5.0pp | 406.41%-388.5pp | 40.40%-22.5pp |
| Employer contribution / active EE | $2,481 | $1,693+46.5% | $4,013-38.2% | $2,980-16.7% |
| Participant deferral / active EE | $6,199 | $4,164+48.9% | $6,224-0.4% | $5,016+23.6% |
| Admin fee / account holder | $33 | $107-69.4% | $9,013-99.6% | $145-77.5% |