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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,880 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 26 · EIN 43-1451524 | Advisory (Participants) | $19,442 |
MMA SECURITIES LLC1+ years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $11,330 |
MORNINGSTAR1+ 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,502 | $62,686-24.2% | $178,505-73.4% | $77,762-38.9% |
| Participation rate | 94.0% | 66.9%+27.1pp | 77.1%+16.9pp | 70.6%+23.4pp |
| Annual return | 17.85% | 16.16%+1.7pp | 27.16%-9.3pp | 31.27%-13.4pp |
| Employer contribution / active EE | $3,085 | $1,914+61.2% | $3,955-22.0% | $2,728+13.1% |
| Participant deferral / active EE | $7,732 | $4,224+83.1% | $6,280+23.1% | $4,651+66.2% |
| Admin fee / account holder | $131 | $386-66.0% | $10,428-98.7% | $433-69.7% |