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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $124,061 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $38,598 |
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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,941 | $82,163-18.5% | $125,363-46.6% | $64,814+3.3% |
| Participation rate | 99.5% | 77.9%+21.6pp | 82.4%+17.1pp | 71.5%+28.0pp |
| Annual return | -15.82% | 3.49%-19.3pp | 572.15%-588.0pp | 32.84%-48.7pp |
| Employer contribution / active EE | $2,920 | $3,616-19.2% | $4,815-39.4% | $2,507+16.5% |
| Participant deferral / active EE | $7,643 | $7,175+6.5% | $7,447+2.6% | $4,310+77.3% |
| Admin fee / account holder | $247 | $163+51.1% | $10,005-97.5% | $188+31.3% |