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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $89,105 |
MORNINGSTAR1 year 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 | $31,469 | $30,086+4.6% | $61,399-48.7% | $64,814-51.4% |
| Participation rate | 97.6% | 36.4%+61.3pp | 52.6%+45.1pp | 71.5%+26.2pp |
| Annual return | -17.14% | -13.99%-3.1pp | 338.81%-355.9pp | 32.84%-50.0pp |
| Employer contribution / active EE | $1,481 | $536+176.2% | $1,159+27.7% | $2,507-40.9% |
| Participant deferral / active EE | $7,601 | $1,126+575.2% | $2,124+257.8% | $4,310+76.3% |
| Admin fee / account holder | $83 | $148-43.8% | $2,131-96.1% | $188-55.6% |