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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $71,858 |
Service code 49 · EIN 83-2965715 | Other Services | $6,941 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,376 | $71,142-22.2% | $119,609-53.7% | $64,808-14.6% |
| Participation rate | 91.0% | 78.6%+12.4pp | 79.3%+11.7pp | 71.5%+19.5pp |
| Annual return | -14.81% | -10.01%-4.8pp | -14.97%+0.2pp | 32.82%-47.6pp |
| Employer contribution / active EE | $1,378 | $2,497-44.8% | $4,232-67.4% | $2,506-45.0% |
| Participant deferral / active EE | $3,885 | $4,490-13.5% | $5,602-30.6% | $4,310-9.9% |
| Admin fee / account holder | $211 | $162+30.0% | $10,323-98.0% | $188+12.2% |