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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 | $106,264+2.7% | $147,117-25.8% | $77,762+40.4% |
| Participation rate | 98.3% | 78.4%+19.9pp | 82.2%+16.1pp | 70.6%+27.7pp |
| Annual return | 10.25% | 56.94%-46.7pp | 420.54%-410.3pp | 31.27%-21.0pp |
| Employer contribution / active EE | $3,209 | $4,074-21.2% | $4,932-34.9% | $2,728+17.6% |
| Participant deferral / active EE | $11,386 | $8,003+42.3% | $8,065+41.2% | $4,651+144.8% |
| Admin fee / account holder | $197 | $334-41.2% | $12,993-98.5% | $433-54.6% |