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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $52,276 |
RETIREMENT ADVISORS, LLC3 years Filed as: RETIREMENT ADVISORS LLC Service code 27 · EIN 30-0490764 | Advisory (Plan) | $28,704 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,790 | $82,202-18.7% | $125,339-46.7% | $64,808+3.1% |
| Participation rate | 96.6% | 77.9%+18.7pp | 82.4%+14.2pp | 71.5%+25.1pp |
| Annual return | -13.44% | 3.48%-16.9pp | 572.05%-585.5pp | 32.82%-46.3pp |
| Employer contribution / active EE | $902 | $3,615-75.1% | $4,814-81.3% | $2,506-64.0% |
| Participant deferral / active EE | $7,137 | $7,175-0.5% | $7,446-4.1% | $4,310+65.6% |
| Admin fee / account holder | $248 | $163+51.7% | $10,010-97.5% | $188+31.9% |