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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $270,644 |
Service code 16 · EIN 13-3727333 | Consulting | $48,000 |
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 | $183,656 | $104,544+75.7% | $96,564+90.2% | $80,187+129.0% |
| Participation rate | 99.8% | 86.4%+13.5pp | 76.0%+23.9pp | 72.9%+26.9pp |
| Annual return | 19.88% | 21.79%-1.9pp | 25.89%-6.0pp | 40.40%-20.5pp |
| Employer contribution / active EE | $9,754 | $3,527+176.5% | $2,967+228.8% | $2,980+227.4% |
| Participant deferral / active EE | $11,086 | $6,170+79.7% | $4,852+128.5% | $5,016+121.0% |
| Admin fee / account holder | $174 | $107+62.9% | $8,256-97.9% | $145+20.1% |