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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,969 |
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $38,399 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,580 | $100,923+24.4% | $150,045-16.3% | $74,304+69.0% |
| Participation rate | 96.1% | 70.1%+26.0pp | 82.3%+13.8pp | 60.3%+35.8pp |
| Annual return | 14.27% | 51.77%-37.5pp | 62.55%-48.3pp | 29.43%-15.2pp |
| Employer contribution / active EE | $2,994 | $3,463-13.6% | $4,693-36.2% | $2,241+33.6% |
| Participant deferral / active EE | $10,622 | $6,709+58.3% | $7,997+32.8% | $3,767+182.0% |
| Admin fee / account holder | $386 | $2,767-86.0% | $13,435-97.1% | $2,969-87.0% |