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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,672 |
MORNINGSTAR3 years 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 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,096 | $129,227-69.7% | $184,256-78.8% | $77,762-49.7% |
| Participation rate | 95.8% | 87.4%+8.4pp | 86.8%+8.9pp | 70.6%+25.2pp |
| Annual return | 12.04% | 33.24%-21.2pp | 28.85%-16.8pp | 31.27%-19.2pp |
| Employer contribution / active EE | $0 | $4,412-100.0% | $6,427-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $4,232 | $7,307-42.1% | $9,133-53.7% | $4,651-9.0% |
| Admin fee / account holder | $67 | $256-73.9% | $13,899-99.5% | $433-84.6% |