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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $96,527 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $22,500 |
ASSURANCE DIMENSIONS1 year Service code 10 · EIN 26-3429295 | Accounting | $7,500 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,360 | $54,193-42.1% | $93,669-66.5% | $77,714-59.6% |
| Participation rate | 78.2% | 63.9%+14.2pp | 68.7%+9.4pp | 70.6%+7.6pp |
| Annual return | 12.53% | 30.54%-18.0pp | 133.59%-121.1pp | 31.26%-18.7pp |
| Employer contribution / active EE | $712 | $1,168-39.1% | $2,424-70.6% | $2,727-73.9% |
| Participant deferral / active EE | $2,561 | $3,144-18.6% | $4,416-42.0% | $4,649-44.9% |
| Admin fee / account holder | $164 | $576-71.4% | $8,291-98.0% | $433-62.0% |