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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $115,966 |
MORNINGSTAR1 year 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 | $143,196 | $82,163+74.3% | $125,381+14.2% | $64,819+120.9% |
| Participation rate | 87.9% | 77.9%+10.1pp | 82.4%+5.6pp | 71.5%+16.5pp |
| Annual return | -15.89% | 3.49%-19.4pp | 572.31%-588.2pp | 32.84%-48.7pp |
| Employer contribution / active EE | $5,167 | $3,616+42.9% | $4,815+7.3% | $2,507+106.1% |
| Participant deferral / active EE | $9,074 | $7,175+26.5% | $7,448+21.8% | $4,311+110.5% |
| Admin fee / account holder | $151 | $163-7.7% | $10,007-98.5% | $188-19.8% |