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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,533 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,091 | $41,016-48.6% | $152,093-86.1% | $64,097-67.1% |
| Participation rate | 83.9% | 51.3%+32.6pp | 77.8%+6.1pp | 55.2%+28.7pp |
| Annual return | 11.37% | 39.60%-28.2pp | 66.36%-55.0pp | 34.64%-23.3pp |
| Employer contribution / active EE | $2,571 | $1,342+91.5% | $4,175-38.4% | $1,891+35.9% |
| Participant deferral / active EE | $0 | $1,927-100.0% | $5,451-100.0% | $3,080-100.0% |
| Admin fee / account holder | $194 | $2,305-91.6% | $14,497-98.7% | $3,454-94.4% |