Filed January 30, 2023 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,790 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,135 | $86,897-10.1% | $151,611-48.5% | $64,808+20.6% |
| Participation rate | 96.5% | 87.3%+9.2pp | 87.5%+9.0pp | 71.5%+25.0pp |
| Annual return | -15.75% | -3.57%-12.2pp | 3.33%-19.1pp | 32.82%-48.6pp |
| Employer contribution / active EE | $2,723 | $4,010-32.1% | $6,166-55.8% | $2,506+8.7% |
| Participant deferral / active EE | $5,844 | $6,690-12.6% | $8,363-30.1% | $4,310+35.6% |
| Admin fee / account holder | $56 | $153-63.7% | $11,616-99.5% | $188-70.4% |