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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,938 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,079 | $79,181-3.9% | $102,423-25.7% | $74,429+2.2% |
| Participation rate | 74.9% | 74.8%+0.1pp | 76.5%-1.6pp | 67.2%+7.6pp |
| Annual return | 14.03% | 54.97%-40.9pp | 29.42%-15.4pp | 1368.38%-1354.4pp |
| Employer contribution / active EE | $2,150 | $2,362-8.9% | $3,023-28.9% | $2,625-18.1% |
| Participant deferral / active EE | $3,484 | $4,416-21.1% | $5,054-31.1% | $4,348-19.9% |
| Admin fee / account holder | $136 | $2,002-93.2% | $9,455-98.6% | $1,944-93.0% |