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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,093 |
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $7,251 |
MORNINGSTAR3 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,242 | $201,272-85.5% | $184,203-84.1% | $145,922-80.0% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 11.95% | 29.00%-17.1pp | 28.81%-16.9pp | 561.29%-549.3pp |
| Employer contribution / active EE | $482 | $7,022-93.1% | $6,427-92.5% | $4,660-89.7% |
| Participant deferral / active EE | $5,126 | $9,806-47.7% | $9,131-43.9% | $6,688-23.4% |
| Admin fee / account holder | $330 | $16,364-98.0% | $13,901-97.6% | $13,397-97.5% |