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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,410 |
ROCKEFELLER FINANCIAL LLC2 years Filed as: ROCKEFELLER CAPITAL MANAGEMENT Service code 49 · EIN 82-3226180 | Other Services | $8,650 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,255 | $45,109-15.2% | $85,240-55.1% | $77,762-50.8% |
| Participation rate | 44.8% | 48.7%-3.8pp | 67.5%-22.7pp | 70.6%-25.8pp |
| Annual return | 13.36% | 79.55%-66.2pp | 66.75%-53.4pp | 31.27%-17.9pp |
| Employer contribution / active EE | $887 | $1,602-44.6% | $2,735-67.6% | $2,728-67.5% |
| Participant deferral / active EE | $2,024 | $2,814-28.1% | $4,527-55.3% | $4,651-56.5% |
| Admin fee / account holder | $32 | $915-96.5% | $6,165-99.5% | $433-92.6% |