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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $69,793 |
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST, NATIONAL ASSOCIAT Service code 27 | Advisory (Plan) | $19,238 |
HARPER DANESH LLC5 years Service code 13 · EIN 27-3395775 | Contract Administrator | $6,502 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST, NATIONIAL ASSOCIA Service code 27 · EIN 16-1486454 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,716 | $47,126-58.2% | $149,673-86.8% | $74,419-73.5% |
| Participation rate | 67.5% | 63.4%+4.1pp | 78.8%-11.3pp | 70.7%-3.2pp |
| Annual return | 17.71% | 22.75%-5.0pp | 134.42%-116.7pp | 34.38%-16.7pp |
| Employer contribution / active EE | $967 | $1,905-49.2% | $4,818-79.9% | $2,637-63.3% |
| Participant deferral / active EE | $2,214 | $2,728-18.8% | $5,680-61.0% | $4,528-51.1% |
| Admin fee / account holder | $171 | $343-50.1% | $13,210-98.7% | $348-50.8% |