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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $118,254 |
401(K) ADVISORS INC8 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $64,485 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,133 | $62,686+120.4% | $178,505-22.6% | $77,762+77.6% |
| Participation rate | 98.0% | 66.9%+31.2pp | 77.1%+20.9pp | 70.6%+27.5pp |
| Annual return | 21.39% | 16.16%+5.2pp | 27.16%-5.8pp | 31.27%-9.9pp |
| Employer contribution / active EE | $8,598 | $1,914+349.3% | $3,955+117.4% | $2,728+215.2% |
| Participant deferral / active EE | $13,625 | $4,224+222.6% | $6,280+116.9% | $4,651+193.0% |
| Admin fee / account holder | $296 | $386-23.4% | $10,428-97.2% | $433-31.7% |