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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $118,472 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,374 | $29,546+80.6% | $56,441-5.4% | $77,671-31.3% |
| Participation rate | 98.2% | 32.7%+65.6pp | 52.5%+45.8pp | 70.6%+27.7pp |
| Annual return | 15.28% | 19.01%-3.7pp | 1704.21%-1688.9pp | 31.21%-15.9pp |
| Employer contribution / active EE | $420 | $568-26.0% | $1,039-59.5% | $2,726-84.6% |
| Participant deferral / active EE | $10,450 | $1,061+885.0% | $1,953+435.1% | $4,648+124.8% |
| Admin fee / account holder | $146 | $1,046-86.1% | $2,829-94.9% | $430-66.2% |