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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $342,302 |
Service code 27 · EIN 82-0759826 | Advisory (Plan) | $65,572 |
Service code 49 · EIN 20-0072992 | Other Services | $10,796 |
MORNINGSTAR3 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 | $48,258 | $53,136-9.2% | $155,509-69.0% | $199,593-75.8% |
| Participation rate | 47.1% | 64.1%-17.0pp | 78.2%-31.1pp | 72.0%-24.9pp |
| Annual return | 13.76% | 41.15%-27.4pp | 64.67%-50.9pp | 34.25%-20.5pp |
| Employer contribution / active EE | $785 | $1,851-57.6% | $4,672-83.2% | $3,034-74.1% |
| Participant deferral / active EE | $1,927 | $3,161-39.0% | $5,626-65.8% | $5,087-62.1% |
| Admin fee / account holder | $153 | $185-17.7% | $15,912-99.0% | $269-43.2% |