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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,224 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $22,391 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,267 | $102,422+20.4% | $147,117-16.2% | $80,959+52.3% |
| Participation rate | 81.4% | 75.9%+5.6pp | 82.2%-0.8pp | 67.7%+13.8pp |
| Annual return | 14.80% | 135.16%-120.4pp | 420.54%-405.7pp | 35.67%-20.9pp |
| Employer contribution / active EE | $5,853 | $3,717+57.5% | $4,932+18.7% | $2,757+112.3% |
| Participant deferral / active EE | $5,386 | $6,652-19.0% | $8,065-33.2% | $4,300+25.2% |
| Admin fee / account holder | $565 | $7,953-92.9% | $12,993-95.7% | $6,925-91.8% |