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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $282,725 |
FRANK RIMERMAN & CO LLP1+ years Filed as: FRANK, RIMERMAN + CO LLP Service code 10 · EIN 94-1341042 | Accounting | $14,075 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,420 | $81,301+91.2% | $76,030+104.4% | $200,096-22.3% |
| Participation rate | 80.4% | 70.1%+10.3pp | 69.1%+11.3pp | 72.0%+8.4pp |
| Annual return | 18.56% | 16.31%+2.3pp | 361.54%-343.0pp | 34.26%-15.7pp |
| Employer contribution / active EE | $4,067 | $3,352+21.3% | $2,688+51.3% | $3,038+33.9% |
| Participant deferral / active EE | $6,498 | $4,721+37.6% | $4,257+52.6% | $5,090+27.7% |
| Admin fee / account holder | $168 | $145+15.7% | $6,421-97.4% | $269-37.7% |