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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $136,256 |
Filed as: MMA SECURITES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $67,262 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,160 | $106,110+2.9% | $147,005-25.7% | $77,671+40.5% |
| Participation rate | 98.3% | 78.4%+19.9pp | 82.2%+16.2pp | 70.6%+27.7pp |
| Annual return | 10.25% | 56.77%-46.5pp | 418.76%-408.5pp | 31.21%-21.0pp |
| Employer contribution / active EE | $3,209 | $4,065-21.1% | $4,934-35.0% | $2,726+17.7% |
| Participant deferral / active EE | $11,386 | $7,992+42.5% | $8,070+41.1% | $4,648+145.0% |
| Admin fee / account holder | $197 | $338-41.8% | $13,006-98.5% | $430-54.3% |