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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 | $29,569+80.5% | $56,077-4.8% | $77,714-31.3% |
| Participation rate | 98.2% | 32.6%+65.6pp | 52.5%+45.8pp | 70.6%+27.7pp |
| Annual return | 15.28% | 18.90%-3.6pp | 1709.28%-1694.0pp | 31.26%-16.0pp |
| Employer contribution / active EE | $420 | $569-26.1% | $1,040-59.6% | $2,727-84.6% |
| Participant deferral / active EE | $10,450 | $1,061+885.1% | $1,954+434.8% | $4,649+124.8% |
| Admin fee / account holder | $146 | $1,042-86.0% | $2,825-94.8% | $433-66.4% |