Filed August 26, 2019 (most recent of 3 filings on file)
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $106,082 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $43,009 |
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 | $119,516 | $130,224-8.2% | $197,124-39.4% | $79,634+50.1% |
| Participation rate | 96.3% | 87.8%+8.5pp | 86.7%+9.6pp | 62.5%+33.9pp |
| Annual return | 18.80% | 23.65%-4.8pp | 44.34%-25.5pp | 36.46%-17.7pp |
| Employer contribution / active EE | $3,293 | $4,314-23.7% | $6,227-47.1% | $2,529+30.2% |
| Participant deferral / active EE | $5,887 | $7,378-20.2% | $9,135-35.5% | $3,835+53.5% |
| Admin fee / account holder | $267 | $254+5.0% | $16,298-98.4% | $1,002-73.3% |