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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $63,070 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $54,184 |
UHY LLP2 years Service code 10 · EIN 20-0694403 | Accounting | $15,788 |
ERISA SERVICES, INC.1 year Filed as: ERISA SERVICES INC Service code 13 · EIN 62-1200951 | Contract Administrator | $14,929 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,754 | $95,417-48.9% | $135,974-64.1% | $74,460-34.5% |
| Participation rate | 41.9% | 78.2%-36.3pp | 81.9%-40.0pp | 70.7%-28.8pp |
| Annual return | 18.70% | 32.76%-14.1pp | 68.30%-49.6pp | 34.38%-15.7pp |
| Employer contribution / active EE | $2,356 | $3,878-39.2% | $4,859-51.5% | $2,638-10.7% |
| Participant deferral / active EE | $6,211 | $7,789-20.3% | $7,760-20.0% | $4,530+37.1% |
| Admin fee / account holder | $225 | $266-15.5% | $10,767-97.9% | $348-35.3% |