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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $248,800 |
Filed as: GALLAGHER BENEFITS SERVICES Service code 16 · EIN 13-3727333 | Consulting | $43,200 |
MORNINGSTAR1 year 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 | $154,663 | $130,052+18.9% | $86,717+78.4% | $77,906+98.5% |
| Participation rate | 99.8% | 85.9%+13.8pp | 76.6%+23.2pp | 73.7%+26.1pp |
| Annual return | -16.39% | -12.73%-3.7pp | 35.97%-52.4pp | 12.16%-28.5pp |
| Employer contribution / active EE | $9,630 | $3,214+199.7% | $2,837+239.4% | $2,846+238.3% |
| Participant deferral / active EE | $10,550 | $5,741+83.8% | $4,657+126.5% | $4,805+119.5% |
| Admin fee / account holder | $167 | $132+26.6% | $7,494-97.8% | $133+26.0% |