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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,000 |
MORNINGSTAR2 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 | $113,529 | $99,168+14.5% | $96,534+17.6% | $74,460+52.5% |
| Participation rate | 76.6% | 80.7%-4.1pp | 76.0%+0.6pp | 70.7%+5.8pp |
| Annual return | 17.16% | 22.40%-5.2pp | 25.88%-8.7pp | 34.38%-17.2pp |
| Employer contribution / active EE | $2,518 | $2,570-2.0% | $2,965-15.1% | $2,638-4.6% |
| Participant deferral / active EE | $4,300 | $4,936-12.9% | $4,851-11.4% | $4,530-5.1% |
| Admin fee / account holder | $38 | $225-83.2% | $8,253-99.5% | $348-89.2% |