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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 503920001 | Contract Administrator | $103,907 |
LASALLE CONSULTING PARTNERS5 years Filed as: LASALLE STREET SECURITIES, L.L.C. Service code 49 | Other Services | $75,309 |
PENSION ASSURANCE LLP11+ years Filed as: THE PENSION SPECIALISTS, LTD. Service code 13 · EIN 36-3592542 10501 N. 2ND STREET · MACHESNEY PARK, IL 61115 | Contract Administrator | $20,412 |
Filed as: LASALLE ST SECURITIES L.L.C. Service code 49 · EIN 52-2175592 940 INDUSTRIAL DRIVE · ELMHURST, IL 601261139 | Other Services | $0 |
Filed as: MORNGINSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGAMENT Service code 26 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,630 | $91,760+26.0% | $156,181-26.0% | $67,986+70.1% |
| Participation rate | 96.4% | 65.0%+31.4pp | 78.8%+17.6pp | 57.2%+39.2pp |
| Annual return | 12.21% | 18.14%-5.9pp | 64.87%-52.7pp | 31.67%-19.5pp |
| Employer contribution / active EE | $3,457 | $2,419+42.9% | $4,294-19.5% | $2,019+71.2% |
| Participant deferral / active EE | $6,393 | $3,960+61.4% | $6,132+4.3% | $3,358+90.4% |
| Admin fee / account holder | $550 | $3,949-86.1% | $14,586-96.2% | $3,203-82.8% |