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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $156,715 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $48,111 |
MORNINGSTAR3 years 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,896 | $106,264-17.3% | $147,117-40.3% | $77,762+13.0% |
| Participation rate | 98.1% | 78.4%+19.7pp | 82.2%+15.9pp | 70.6%+27.5pp |
| Annual return | 14.66% | 56.94%-42.3pp | 420.54%-405.9pp | 31.27%-16.6pp |
| Employer contribution / active EE | $3,431 | $4,074-15.8% | $4,932-30.4% | $2,728+25.8% |
| Participant deferral / active EE | $9,596 | $8,003+19.9% | $8,065+19.0% | $4,651+106.3% |
| Admin fee / account holder | $296 | $334-11.4% | $12,993-97.7% | $433-31.6% |