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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $101,862 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST ADVISORY SERVICES, INC. Service code 27 · EIN 37-1808847 | Advisory (Plan) | $27,425 |
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 | $31,814 | $50,919-37.5% | $155,556-79.5% | $77,762-59.1% |
| Participation rate | 91.8% | 63.1%+28.8pp | 78.2%+13.6pp | 70.6%+21.3pp |
| Annual return | 12.24% | 34.84%-22.6pp | 64.84%-52.6pp | 31.27%-19.0pp |
| Employer contribution / active EE | $1,029 | $1,991-48.3% | $4,675-78.0% | $2,728-62.3% |
| Participant deferral / active EE | $4,343 | $2,824+53.8% | $5,631-22.9% | $4,651-6.6% |
| Admin fee / account holder | $141 | $437-67.8% | $15,885-99.1% | $433-67.5% |