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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $92,015 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $59,024 |
MORNINGSTAR4 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 | $80,917 | $103,024-21.5% | $112,040-27.8% | $79,634+1.6% |
| Participation rate | 97.9% | 80.6%+17.4pp | 76.5%+21.4pp | 62.5%+35.4pp |
| Annual return | 17.60% | 17.60%0pp | 24.52%-6.9pp | 36.46%-18.9pp |
| Employer contribution / active EE | $2,066 | $3,015-31.5% | $2,954-30.1% | $2,529-18.3% |
| Participant deferral / active EE | $6,337 | $5,233+21.1% | $5,098+24.3% | $3,835+65.3% |
| Admin fee / account holder | $253 | $465-45.6% | $12,098-97.9% | $1,002-74.8% |