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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $10,774 |
Filed as: VOYA RETIREMENT INSURANCE Service code 27 · EIN 71-0294708 | Advisory (Plan) | $272 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-3297908 | Advisory (Participants) | $132 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,313 | $35,955-65.8% | $78,210-84.3% | $69,631-82.3% |
| Participation rate | 55.2% | 67.2%-12.0pp | 68.7%-13.6pp | 70.7%-15.5pp |
| Annual return | 11.86% | 16.42%-4.6pp | 40.90%-29.0pp | 27571.02%-27559.2pp |
| Employer contribution / active EE | $383 | $1,244-69.2% | $2,034-81.2% | $2,032-81.2% |
| Participant deferral / active EE | $1,380 | $2,107-34.5% | $2,823-51.1% | $3,224-57.2% |
| Admin fee / account holder | $88 | $86+2.5% | $3,758-97.7% | $110-20.2% |