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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,575 |
TBS AGENCY INC2 years Service code 49 · EIN 52-1473914 | Other Services | $18,494 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,474 | $50,982-6.9% | $154,803-69.3% | $85,563-44.5% |
| Participation rate | 52.7% | 59.8%-7.1pp | 78.1%-25.4pp | 66.0%-13.3pp |
| Annual return | 16.73% | 30.35%-13.6pp | 58.88%-42.2pp | 31.51%-14.8pp |
| Employer contribution / active EE | $1,162 | $1,708-32.0% | $4,305-73.0% | $2,654-56.2% |
| Participant deferral / active EE | $2,182 | $2,474-11.8% | $5,540-60.6% | $4,375-50.1% |
| Admin fee / account holder | $258 | $846-69.5% | $14,329-98.2% | $834-69.0% |