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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $91,002 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $52,096 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,726 | $89,093-1.5% | $102,434-14.4% | $77,736+12.8% |
| Participation rate | 99.0% | 80.9%+18.1pp | 76.5%+22.5pp | 70.6%+28.4pp |
| Annual return | 13.32% | 25.03%-11.7pp | 29.46%-16.1pp | 31.26%-17.9pp |
| Employer contribution / active EE | $2,025 | $2,699-25.0% | $3,023-33.0% | $2,728-25.8% |
| Participant deferral / active EE | $6,327 | $5,147+22.9% | $5,055+25.2% | $4,651+36.0% |
| Admin fee / account holder | $278 | $236+18.0% | $9,462-97.1% | $433-35.8% |