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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 | $99,442-18.6% | $113,397-28.6% | $71,012+13.9% |
| Participation rate | 97.9% | 78.9%+19.0pp | 76.5%+21.4pp | 58.6%+39.4pp |
| Annual return | 17.60% | 17.93%-0.3pp | 23.20%-5.6pp | 37.67%-20.1pp |
| Employer contribution / active EE | $2,066 | $3,068-32.7% | $2,977-30.6% | $2,348-12.0% |
| Participant deferral / active EE | $6,337 | $4,915+28.9% | $5,076+24.8% | $3,246+95.2% |
| Admin fee / account holder | $253 | $535-52.7% | $11,957-97.9% | $1,167-78.3% |