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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 | $105,248-30.7% | $147,318-50.5% | $71,012+2.7% |
| Participation rate | 84.1% | 66.1%+18.0pp | 82.1%+2.0pp | 58.6%+25.5pp |
| Annual return | 9.88% | 26.02%-16.1pp | 70.43%-60.5pp | 37.67%-27.8pp |
| Employer contribution / active EE | $6,481 | $3,785+71.2% | $4,593+41.1% | $2,348+176.1% |
| Participant deferral / active EE | $0 | $6,452-100.0% | $7,906-100.0% | $3,246-100.0% |
| Admin fee / account holder | $153 | $862-82.2% | $13,708-98.9% | $1,167-86.9% |