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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,764 |
EDWARD JONES8+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $27,527 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,033 | $49,471+7.2% | $79,583-33.4% | $66,949-20.8% |
| Participation rate | 81.8% | 61.4%+20.4pp | 69.5%+12.3pp | 69.8%+12.0pp |
| Annual return | -18.32% | 84.30%-102.6pp | 0.16%-18.5pp | 1.57%-19.9pp |
| Employer contribution / active EE | $1,773 | $1,266+40.0% | $2,414-26.5% | $2,545-30.3% |
| Participant deferral / active EE | $3,961 | $3,160+25.4% | $3,986-0.6% | $4,239-6.6% |
| Admin fee / account holder | $289 | $595-51.4% | $6,835-95.8% | $594-51.3% |