Filed December 9, 2022
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $58,994 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $58,546 |
Service code 27 · EIN 47-1880154 | Advisory (Plan) | $27,000 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,869 | $53,204-0.6% | $155,556-66.0% | $200,096-73.6% |
| Participation rate | 95.4% | 64.1%+31.3pp | 78.2%+17.2pp | 72.0%+23.4pp |
| Annual return | 13.41% | 41.02%-27.6pp | 64.84%-51.4pp | 34.26%-20.9pp |
| Employer contribution / active EE | $1,817 | $1,850-1.8% | $4,675-61.1% | $3,038-40.2% |
| Participant deferral / active EE | $3,707 | $3,163+17.2% | $5,631-34.2% | $5,090-27.2% |
| Admin fee / account holder | $117 | $186-37.2% | $15,885-99.3% | $269-56.7% |