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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 | $112,596-35.2% | $152,301-52.1% | $64,728+12.7% |
| Participation rate | 84.1% | 63.6%+20.5pp | 82.4%+1.6pp | 57.9%+26.2pp |
| Annual return | 9.88% | 23.76%-13.9pp | 80.50%-70.6pp | 49.38%-39.5pp |
| Employer contribution / active EE | $6,481 | $3,716+74.4% | $4,624+40.2% | $2,243+189.0% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $8,004-100.0% | $2,729-100.0% |
| Admin fee / account holder | $153 | $996-84.6% | $14,398-98.9% | $1,145-86.6% |