Filed September 2, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $184,449 |
MORNINGSTAR4+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,788 | $88,515+112.2% | $162,163+15.8% | $67,579+177.9% |
| Participation rate | 95.6% | 86.8%+8.8pp | 87.6%+8.1pp | 71.3%+24.3pp |
| Annual return | 24.02% | 27.04%-3.0pp | 115.59%-91.6pp | 378.56%-354.5pp |
| Employer contribution / active EE | $4,337 | $3,563+21.7% | $5,614-22.8% | $2,148+101.9% |
| Participant deferral / active EE | $8,516 | $5,724+48.8% | $7,298+16.7% | $3,539+140.6% |
| Admin fee / account holder | $142 | $124+14.9% | $10,843-98.7% | $142-0.2% |