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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 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,091 | $43,749-51.8% | $158,223-86.7% | $65,306-67.7% |
| Participation rate | 83.9% | 56.9%+27.0pp | 79.2%+4.7pp | 57.7%+26.2pp |
| Annual return | 11.37% | 19.41%-8.0pp | 52.09%-40.7pp | 21.94%-10.6pp |
| Employer contribution / active EE | $2,571 | $1,497+71.7% | $4,109-37.4% | $1,967+30.7% |
| Participant deferral / active EE | $0 | $2,019-100.0% | $5,467-100.0% | $2,959-100.0% |
| Admin fee / account holder | $194 | $1,930-89.9% | $16,047-98.8% | $3,480-94.4% |