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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $310,111 |
Service code 27 · EIN 82-0759826 | Advisory (Plan) | $58,105 |
Service code 49 · EIN 20-0072992 | Other Services | $12,027 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,507 | $45,000-30.0% | $143,757-78.1% | $77,904-59.6% |
| Participation rate | 50.3% | 66.8%-16.5pp | 80.3%-30.0pp | 73.7%-23.4pp |
| Annual return | -14.57% | 29.03%-43.6pp | -0.04%-14.5pp | 12.21%-26.8pp |
| Employer contribution / active EE | $740 | $1,870-60.4% | $4,951-85.1% | $2,848-74.0% |
| Participant deferral / active EE | $1,867 | $3,157-40.9% | $5,637-66.9% | $4,806-61.2% |
| Admin fee / account holder | $119 | $98+20.6% | $14,673-99.2% | $133-10.4% |