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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $112,646 |
ROCKEFELLER FINANCIAL LLC4 years Filed as: ROCKEFELLER CAPITAL MANAGEMENT Service code 49 · EIN 82-3226180 | Other Services | $35,836 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,202 | $69,774-35.2% | $67,561-33.1% | $74,429-39.3% |
| Participation rate | 95.5% | 71.4%+24.1pp | 72.9%+22.6pp | 67.2%+28.2pp |
| Annual return | 16.79% | -40.53%+57.3pp | 3525.44%-3508.6pp | 1368.38%-1351.6pp |
| Employer contribution / active EE | $2,076 | $2,710-23.4% | $2,735-24.1% | $2,625-20.9% |
| Participant deferral / active EE | $4,835 | $3,636+33.0% | $4,003+20.8% | $4,348+11.2% |
| Admin fee / account holder | $306 | $890-65.7% | $4,006-92.4% | $1,944-84.3% |