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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $161,274 |
Filed as: NORTHWEST CAPITAL MANAGEMENT INC. Service code 27 · EIN 93-1242462 | Advisory (Plan) | $38,416 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,891 | $53,254-62.6% | $155,574-87.2% | $199,921-90.1% |
| Participation rate | 77.3% | 64.1%+13.2pp | 78.2%-0.9pp | 72.0%+5.3pp |
| Annual return | 14.27% | 41.18%-26.9pp | 64.87%-50.6pp | 34.28%-20.0pp |
| Employer contribution / active EE | $0 | $1,848-100.0% | $4,676-100.0% | $3,035-100.0% |
| Participant deferral / active EE | $3,111 | $3,165-1.7% | $5,629-44.7% | $5,089-38.9% |
| Admin fee / account holder | $148 | $186-20.3% | $15,914-99.1% | $269-45.0% |