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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,499 |
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $7,729 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,160 | $125,797-83.2% | $170,043-87.6% | $75,173-71.9% |
| Participation rate | 68.1% | 83.6%-15.5pp | 87.0%-18.9pp | 67.2%+0.9pp |
| Annual return | 17.60% | 27.20%-9.6pp | 53.40%-35.8pp | 160.72%-143.1pp |
| Employer contribution / active EE | $1,551 | $4,616-66.4% | $6,790-77.2% | $2,671-41.9% |
| Participant deferral / active EE | $8,120 | $6,838+18.8% | $10,410-22.0% | $4,126+96.8% |
| Admin fee / account holder | $232 | $8,177-97.2% | $12,824-98.2% | $5,651-95.9% |