Filed September 23, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $132,360 |
UBS FINANCIAL SERVICES INC7 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $35,496 |
DSM FINANCIAL6 years Service code 27 · EIN 20-1116012 | Advisory (Plan) | $30,537 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $524,141 | $95,880+446.7% | $107,525+387.5% | $85,563+512.6% |
| Participation rate | 95.0% | 70.1%+24.9pp | 75.1%+19.9pp | 66.0%+29.0pp |
| Annual return | 138.46% | 68.06%+70.4pp | 181.32%-42.9pp | 31.51%+107.0pp |
| Employer contribution / active EE | $6,210 | $3,812+62.9% | $3,754+65.5% | $2,654+134.0% |
| Participant deferral / active EE | $11,008 | $4,201+162.0% | $5,116+115.2% | $4,375+151.6% |
| Admin fee / account holder | $250 | $1,025-75.6% | $8,919-97.2% | $834-70.1% |