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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $108,072 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 27 · EIN 39-2018056 | Advisory (Plan) | $78,988 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $331,298 | $79,171+318.5% | $102,423+223.5% | $74,495+344.7% |
| Participation rate | 94.3% | 74.8%+19.5pp | 76.5%+17.8pp | 67.2%+27.1pp |
| Annual return | 13.69% | 54.93%-41.2pp | 29.32%-15.6pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $6,478 | $2,362+174.2% | $3,023+114.3% | $2,623+147.0% |
| Participant deferral / active EE | $14,467 | $4,415+227.7% | $5,053+186.3% | $4,346+232.9% |
| Admin fee / account holder | $688 | $2,001-65.6% | $9,451-92.7% | $1,942-64.5% |