Filed December 9, 2022
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $156,578 |
Service code 27 · EIN 47-1880154 | Advisory (Plan) | $36,000 |
MORNINGSTAR2 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 | $49,823 | $47,163+5.6% | $149,696-66.7% | $74,460-33.1% |
| Participation rate | 96.5% | 63.4%+33.1pp | 78.8%+17.7pp | 70.7%+25.8pp |
| Annual return | 17.25% | 22.75%-5.5pp | 134.46%-117.2pp | 34.38%-17.1pp |
| Employer contribution / active EE | $2,021 | $1,907+6.0% | $4,821-58.1% | $2,638-23.4% |
| Participant deferral / active EE | $3,985 | $2,730+46.0% | $5,682-29.9% | $4,530-12.0% |
| Admin fee / account holder | $149 | $343-56.5% | $13,212-98.9% | $348-57.1% |