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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,864 |
OSAIC WEALTH INC1 year Filed as: OSAIC FS, INC. Service code 49 · EIN 02-0275490 | Other Services | $17,990 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,958 | $59,054-30.6% | $97,260-57.9% | $77,736-47.3% |
| Participation rate | 90.8% | 67.9%+22.9pp | 72.7%+18.1pp | 70.6%+20.2pp |
| Annual return | 14.41% | 16.96%-2.6pp | 75.54%-61.1pp | 31.26%-16.9pp |
| Employer contribution / active EE | $565 | $1,742-67.6% | $2,721-79.2% | $2,728-79.3% |
| Participant deferral / active EE | $4,216 | $3,930+7.3% | $4,262-1.1% | $4,651-9.3% |
| Admin fee / account holder | $40 | $346-88.4% | $5,640-99.3% | $433-90.7% |