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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $108,264 |
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 | $156,722 | $106,247+47.5% | $147,096+6.5% | $77,714+101.7% |
| Participation rate | 91.9% | 78.4%+13.6pp | 82.2%+9.8pp | 70.6%+21.4pp |
| Annual return | 15.94% | 56.87%-40.9pp | 419.75%-403.8pp | 31.26%-15.3pp |
| Employer contribution / active EE | $6,351 | $4,069+56.1% | $4,936+28.7% | $2,727+132.9% |
| Participant deferral / active EE | $15,780 | $7,996+97.3% | $8,071+95.5% | $4,649+239.4% |
| Admin fee / account holder | $229 | $338-32.3% | $13,005-98.2% | $433-47.2% |