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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $333,658 |
Service code 16 · EIN 13-3727333 | Consulting | $48,000 |
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 | $212,644 | $110,258+92.9% | $102,460+107.5% | $200,096+6.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 76.5%+23.5pp | 72.0%+28.0pp |
| Annual return | 14.47% | 35.78%-21.3pp | 29.47%-15.0pp | 34.26%-19.8pp |
| Employer contribution / active EE | $9,870 | $3,605+173.8% | $3,025+226.3% | $3,038+224.9% |
| Participant deferral / active EE | $11,946 | $6,377+87.3% | $5,056+136.3% | $5,090+134.7% |
| Admin fee / account holder | $211 | $122+72.2% | $9,460-97.8% | $269-21.8% |