Filed April 19, 2021
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $67,538 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 27 · EIN 39-2018056 | Advisory (Plan) | $22,467 |
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 | $105,316 | $86,944+21.1% | $107,525-2.1% | $74,304+41.7% |
| Participation rate | 96.7% | 59.6%+37.1pp | 75.1%+21.6pp | 60.3%+36.3pp |
| Annual return | 14.78% | 23.52%-8.7pp | 181.32%-166.5pp | 29.43%-14.7pp |
| Employer contribution / active EE | $1,704 | $2,757-38.2% | $3,754-54.6% | $2,241-24.0% |
| Participant deferral / active EE | $7,232 | $3,554+103.5% | $5,116+41.4% | $3,767+92.0% |
| Admin fee / account holder | $247 | $3,727-93.4% | $8,919-97.2% | $2,969-91.7% |