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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $77,260 |
USI CONSULTING GROUP5 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $22,111 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,748 | $106,247-34.4% | $147,096-52.6% | $77,714-10.3% |
| Participation rate | 95.0% | 78.4%+16.6pp | 82.2%+12.8pp | 70.6%+24.4pp |
| Annual return | 12.98% | 56.87%-43.9pp | 419.75%-406.8pp | 31.26%-18.3pp |
| Employer contribution / active EE | $2,451 | $4,069-39.8% | $4,936-50.3% | $2,727-10.1% |
| Participant deferral / active EE | $5,029 | $7,996-37.1% | $8,071-37.7% | $4,649+8.2% |
| Admin fee / account holder | $247 | $338-27.1% | $13,005-98.1% | $433-43.1% |