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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,071 |
MORNINGSTAR1 year 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 | $98,414 | $72,303+36.1% | $86,698+13.5% | $64,824+51.8% |
| Participation rate | 71.5% | 80.4%-8.9pp | 76.6%-5.0pp | 71.5%+0.1pp |
| Annual return | -15.67% | 392.77%-408.4pp | 35.96%-51.6pp | 32.84%-48.5pp |
| Employer contribution / active EE | $2,093 | $2,393-12.5% | $2,837-26.2% | $2,507-16.5% |
| Participant deferral / active EE | $3,752 | $4,660-19.5% | $4,656-19.4% | $4,311-13.0% |
| Admin fee / account holder | $36 | $174-79.1% | $7,492-99.5% | $188-80.6% |