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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $115,316 |
ARMANINO LLP1 year Service code 10 · EIN 94-6214841 | Accounting | $24,753 |
MORNINGSTAR2 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 | $166,395 | $95,417+74.4% | $135,974+22.4% | $74,460+123.5% |
| Participation rate | 88.0% | 78.2%+9.8pp | 81.9%+6.1pp | 70.7%+17.3pp |
| Annual return | 17.57% | 32.76%-15.2pp | 68.30%-50.7pp | 34.38%-16.8pp |
| Employer contribution / active EE | $5,214 | $3,878+34.5% | $4,859+7.3% | $2,638+97.6% |
| Participant deferral / active EE | $9,336 | $7,789+19.8% | $7,760+20.3% | $4,530+106.1% |
| Admin fee / account holder | $177 | $266-33.5% | $10,767-98.4% | $348-49.1% |