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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,598 |
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $19,355 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,918 | $58,778+24.1% | $129,295-43.6% | $77,671-6.1% |
| Participation rate | 96.5% | 59.2%+37.3pp | 69.6%+26.9pp | 70.6%+25.9pp |
| Annual return | 11.80% | 24.73%-12.9pp | 9429.28%-9417.5pp | 31.21%-19.4pp |
| Employer contribution / active EE | $3,700 | $1,952+89.5% | $4,157-11.0% | $2,726+35.7% |
| Participant deferral / active EE | $5,745 | $3,212+78.8% | $4,169+37.8% | $4,648+23.6% |
| Admin fee / account holder | $173 | $589-70.6% | $7,665-97.7% | $430-59.7% |