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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 | $69,745-35.2% | $67,511-33.0% | $74,546-39.4% |
| Participation rate | 95.5% | 71.3%+24.1pp | 72.9%+22.6pp | 67.2%+28.2pp |
| Annual return | 16.79% | -40.37%+57.2pp | 3517.41%-3500.6pp | 1366.03%-1349.2pp |
| Employer contribution / active EE | $2,076 | $2,705-23.3% | $2,733-24.0% | $2,624-20.9% |
| Participant deferral / active EE | $4,835 | $3,636+33.0% | $4,000+20.9% | $4,347+11.2% |
| Admin fee / account holder | $306 | $894-65.8% | $3,999-92.4% | $1,944-84.3% |