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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS11+ years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $68,705 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,844 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,195 | $42,909+93.9% | $152,093-45.3% | $71,012+17.2% |
| Participation rate | 87.9% | 54.7%+33.2pp | 77.8%+10.1pp | 58.6%+29.3pp |
| Annual return | 13.95% | 30.57%-16.6pp | 66.36%-52.4pp | 37.67%-23.7pp |
| Employer contribution / active EE | $1,702 | $1,369+24.3% | $4,175-59.2% | $2,348-27.5% |
| Participant deferral / active EE | $4,567 | $1,904+139.9% | $5,451-16.2% | $3,246+40.7% |
| Admin fee / account holder | $111 | $1,014-89.0% | $14,497-99.2% | $1,167-90.5% |