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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $111,843 |
Service code 49 · EIN 41-0973005 | Other Services | $21,899 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,920 | $145,174-49.8% | $182,262-60.0% | $69,255+5.3% |
| Participation rate | 84.1% | 77.3%+6.8pp | 84.2%-0.1pp | 69.0%+15.1pp |
| Annual return | 9.88% | 24.21%-14.3pp | 140.60%-130.7pp | 26.73%-16.8pp |
| Employer contribution / active EE | $6,481 | $4,864+33.2% | $5,046+28.5% | $2,645+145.0% |
| Participant deferral / active EE | $0 | $7,703-100.0% | $8,276-100.0% | $2,890-100.0% |
| Admin fee / account holder | $153 | $791-80.6% | $16,712-99.1% | $733-79.1% |