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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,369 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC 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 | $112,759 | $185,342-39.2% | $111,308+1.3% | $86,821+29.9% |
| Participation rate | 87.9% | 81.0%+6.9pp | 77.3%+10.6pp | 72.3%+15.6pp |
| Annual return | 15.17% | 500.80%-485.6pp | 54.67%-39.5pp | 97.94%-82.8pp |
| Employer contribution / active EE | $2,133 | $2,246-5.0% | $2,732-21.9% | $2,406-11.3% |
| Participant deferral / active EE | $3,790 | $4,458-15.0% | $4,487-15.6% | $4,132-8.3% |
| Admin fee / account holder | $28 | $255-89.2% | $7,965-99.7% | $170-83.8% |