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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTH PIER FIDUCIARY MANAGEMENT Service code 27 · EIN 26-3521867 | Advisory (Plan) | $24,694 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,536 |
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 | $55,419 | $73,397-24.5% | $178,014-68.9% | $74,546-25.7% |
| Participation rate | 97.9% | 66.6%+31.3pp | 77.1%+20.8pp | 67.2%+30.7pp |
| Annual return | 18.14% | 17.49%+0.6pp | 294.80%-276.7pp | 1366.03%-1347.9pp |
| Employer contribution / active EE | $2,857 | $2,217+28.8% | $3,950-27.7% | $2,624+8.9% |
| Participant deferral / active EE | $11,880 | $4,512+163.3% | $6,276+89.3% | $4,347+173.3% |
| Admin fee / account holder | $298 | $1,809-83.5% | $10,362-97.1% | $1,944-84.7% |