Filed September 27, 2019 (most recent of 5 filings on file)
Total covered: 1 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,900 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,429 | $132,049-10.3% | $200,582-41.0% | $74,304+59.4% |
| Participation rate | 97.3% | 84.1%+13.3pp | 86.9%+10.4pp | 60.3%+37.0pp |
| Annual return | 16.35% | 22.22%-5.9pp | 42.33%-26.0pp | 29.43%-13.1pp |
| Employer contribution / active EE | $5,255 | $4,558+15.3% | $6,419-18.1% | $2,241+134.5% |
| Participant deferral / active EE | $8,469 | $7,213+17.4% | $9,331-9.2% | $3,767+124.8% |
| Admin fee / account holder | $158 | $2,405-93.4% | $16,305-99.0% | $2,969-94.7% |