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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $312,144 |
Service code 27 · EIN 82-0759826 | Advisory (Plan) | $58,089 |
Service code 49 · EIN 20-0072992 | Other Services | $16,124 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,430 | $67,512-50.5% | $185,823-82.0% | $93,030-64.1% |
| Participation rate | 64.4% | 67.1%-2.7pp | 81.7%-17.3pp | 73.9%-9.5pp |
| Annual return | 16.39% | 21.04%-4.7pp | 122.05%-105.7pp | 158.70%-142.3pp |
| Employer contribution / active EE | $734 | $1,783-58.9% | $5,167-85.8% | $2,706-72.9% |
| Participant deferral / active EE | $2,022 | $3,035-33.4% | $5,568-63.7% | $4,562-55.7% |
| Admin fee / account holder | $107 | $318-66.3% | $16,237-99.3% | $152-29.5% |