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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $269,633 |
Service code 27 · EIN 82-0759826 | Advisory (Plan) | $55,486 |
Service code 49 · EIN 20-0072992 | Other Services | $11,916 |
MORNINGSTAR2 years 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 | $38,853 | $50,127-22.5% | $149,673-74.0% | $80,160-51.5% |
| Participation rate | 45.6% | 64.3%-18.7pp | 78.8%-33.2pp | 72.9%-27.4pp |
| Annual return | 16.33% | 29.82%-13.5pp | 134.42%-118.1pp | 40.38%-24.1pp |
| Employer contribution / active EE | $739 | $1,865-60.4% | $4,818-84.7% | $2,978-75.2% |
| Participant deferral / active EE | $1,814 | $3,194-43.2% | $5,680-68.1% | $5,017-63.9% |
| Admin fee / account holder | $110 | $153-28.0% | $13,210-99.2% | $145-24.2% |