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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 | $106,110+17.4% | $147,005-15.2% | $77,671+60.4% |
| Participation rate | 70.4% | 78.4%-8.0pp | 82.2%-11.7pp | 70.6%-0.1pp |
| Annual return | 18.22% | 56.77%-38.6pp | 418.76%-400.5pp | 31.21%-13.0pp |
| Employer contribution / active EE | $0 | $4,065-100.0% | $4,934-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $6,792 | $7,992-15.0% | $8,070-15.8% | $4,648+46.1% |
| Admin fee / account holder | $62 | $338-81.7% | $13,006-99.5% | $430-85.7% |