See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $78,370 |
Service code 49 · EIN 74-2794194 | Other Services | $15,827 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $6,870 |
MORNINGSTAR1 year 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,849 | $63,442+41.6% | $68,791+30.6% | $66,914+34.3% |
| Participation rate | 93.8% | 60.0%+33.8pp | 69.0%+24.8pp | 69.8%+24.0pp |
| Annual return | -14.19% | -8.29%-5.9pp | -6.38%-7.8pp | 1.58%-15.8pp |
| Employer contribution / active EE | $3,631 | $1,775+104.6% | $2,655+36.7% | $2,544+42.7% |
| Participant deferral / active EE | $7,571 | $2,945+157.1% | $3,941+92.1% | $4,237+78.7% |
| Admin fee / account holder | $319 | $577-44.8% | $4,932-93.5% | $593-46.3% |