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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $129,767 |
Filed as: WORLD INVESTMENT ADVISORS Service code 27 · EIN 61-1758632 | Advisory (Plan) | $65,000 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $246,751 | $100,923+144.5% | $150,045+64.5% | $74,304+232.1% |
| Participation rate | 97.3% | 70.1%+27.2pp | 82.3%+15.0pp | 60.3%+37.0pp |
| Annual return | 13.26% | 51.77%-38.5pp | 62.55%-49.3pp | 29.43%-16.2pp |
| Employer contribution / active EE | $7,690 | $3,463+122.0% | $4,693+63.9% | $2,241+243.1% |
| Participant deferral / active EE | $18,043 | $6,709+168.9% | $7,997+125.6% | $3,767+378.9% |
| Admin fee / account holder | $377 | $2,767-86.4% | $13,435-97.2% | $2,969-87.3% |