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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 | $53,204-62.6% | $155,556-87.2% | $200,096-90.1% |
| Participation rate | 77.3% | 64.1%+13.2pp | 78.2%-0.9pp | 72.0%+5.3pp |
| Annual return | 14.27% | 41.02%-26.8pp | 64.84%-50.6pp | 34.26%-20.0pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $4,675-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $3,111 | $3,163-1.7% | $5,631-44.8% | $5,090-38.9% |
| Admin fee / account holder | $148 | $186-20.3% | $15,885-99.1% | $269-45.1% |