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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,029 |
MORNINGSTAR3 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 | $126,595 | $89,067+42.1% | $102,423+23.6% | $77,714+62.9% |
| Participation rate | 85.8% | 80.9%+4.9pp | 76.5%+9.3pp | 70.6%+15.3pp |
| Annual return | 17.93% | 25.01%-7.1pp | 29.42%-11.5pp | 31.26%-13.3pp |
| Employer contribution / active EE | $2,416 | $2,699-10.5% | $3,023-20.1% | $2,727-11.4% |
| Participant deferral / active EE | $4,703 | $5,147-8.6% | $5,054-7.0% | $4,649+1.2% |
| Admin fee / account holder | $30 | $236-87.2% | $9,455-99.7% | $433-93.0% |