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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,828 |
EDWARD JONES10+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $15,400 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,585 | $55,470+0.2% | $155,556-64.3% | $74,478-25.4% |
| Participation rate | 83.9% | 61.9%+22.0pp | 78.2%+5.7pp | 67.2%+16.7pp |
| Annual return | 10.65% | 269.80%-259.2pp | 64.84%-54.2pp | 1370.56%-1359.9pp |
| Employer contribution / active EE | $1,732 | $2,267-23.6% | $4,675-63.0% | $2,626-34.1% |
| Participant deferral / active EE | $3,184 | $2,838+12.2% | $5,631-43.5% | $4,350-26.8% |
| Admin fee / account holder | $183 | $1,744-89.5% | $15,885-98.9% | $1,946-90.6% |