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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $93,229 |
ROCKEFELLER FINANCIAL LLC2 years Filed as: ROCKEFELLER CAPITAL MANAGEMENT Service code 49 · EIN 82-3226180 | Other Services | $33,191 |
MORNINGSTAR1 year 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 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,963 | $60,989-50.9% | $60,874-50.8% | $66,914-55.2% |
| Participation rate | 95.2% | 74.5%+20.7pp | 73.1%+22.1pp | 69.8%+25.4pp |
| Annual return | -18.00% | -9.60%-8.4pp | 16.90%-34.9pp | 1.58%-19.6pp |
| Employer contribution / active EE | $2,044 | $2,661-23.2% | $2,701-24.3% | $2,544-19.6% |
| Participant deferral / active EE | $4,883 | $3,615+35.1% | $3,817+27.9% | $4,237+15.3% |
| Admin fee / account holder | $239 | $338-29.4% | $3,224-92.6% | $593-59.7% |