Filed August 14, 2019
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $257,909 |
Service code 26 · EIN 33-0818667 | Advisory (Participants) | $152,500 |
MORNINGSTAR2 years 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,867 | $112,623-43.3% | $106,213-39.9% | $199,593-68.0% |
| Participation rate | 97.9% | 86.2%+11.6pp | 75.3%+22.6pp | 72.0%+25.9pp |
| Annual return | 13.02% | 15.57%-2.6pp | 116.14%-103.1pp | 34.25%-21.2pp |
| Employer contribution / active EE | $2,839 | $4,575-37.9% | $3,171-10.5% | $3,034-6.4% |
| Participant deferral / active EE | $5,069 | $6,659-23.9% | $5,016+1.1% | $5,087-0.4% |
| Admin fee / account holder | $161 | $107+50.9% | $11,033-98.5% | $269-40.0% |