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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $74,075 |
Filed as: RESOURCES INVESTMENT ADVISORS, L Service code 26 | Advisory (Participants) | $31,950 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 26 | Advisory (Participants) | $31,950 |
UHY LLP3 years Service code 10 · EIN 20-0694403 | Accounting | $23,569 |
ERISA SERVICES, INC.1 year Service code 13 | Contract Administrator | $10,726 |
ERISA SERVICES, INC.2 years Filed as: ERISA SERVICES INC Service code 13 · EIN 62-1200951 | Contract Administrator | $9,875 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,100 | $106,264-45.3% | $147,117-60.5% | $77,762-25.3% |
| Participation rate | 40.4% | 78.4%-38.1pp | 82.2%-41.8pp | 70.6%-30.2pp |
| Annual return | 15.26% | 56.94%-41.7pp | 420.54%-405.3pp | 31.27%-16.0pp |
| Employer contribution / active EE | $2,246 | $4,074-44.9% | $4,932-54.5% | $2,728-17.7% |
| Participant deferral / active EE | $6,256 | $8,003-21.8% | $8,065-22.4% | $4,651+34.5% |
| Admin fee / account holder | $287 | $334-14.2% | $12,993-97.8% | $433-33.8% |