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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO. Service code 13 · EIN 42-0127290 P.O. BOX 9394 · DES MOINES, IA 50306 | Contract Administrator | $7,514 |
Service code 13 · EIN 68-0005849 1320 HARBOR BAY PARKWAY, SUITE 210 · ALAMEDA, CA 94502 | Contract Administrator | $7,300 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 22 W WASHINGTON ST · CHICAGO, IL 60602 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,621 | $106,264+17.3% | $147,117-15.3% | $77,762+60.3% |
| Participation rate | 70.4% | 78.4%-8.0pp | 82.2%-11.8pp | 70.6%-0.2pp |
| Annual return | 18.22% | 56.94%-38.7pp | 420.54%-402.3pp | 31.27%-13.0pp |
| Employer contribution / active EE | $0 | $4,074-100.0% | $4,932-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $6,792 | $8,003-15.1% | $8,065-15.8% | $4,651+46.0% |
| Admin fee / account holder | $62 | $334-81.5% | $12,993-99.5% | $433-85.7% |