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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $138,068 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $52,818 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,167 | $50,860-11.2% | $155,574-71.0% | $77,714-41.9% |
| Participation rate | 98.0% | 63.1%+34.9pp | 78.2%+19.8pp | 70.6%+27.4pp |
| Annual return | 15.23% | 34.86%-19.6pp | 64.87%-49.6pp | 31.26%-16.0pp |
| Employer contribution / active EE | $1,956 | $1,991-1.7% | $4,676-58.2% | $2,727-28.3% |
| Participant deferral / active EE | $4,543 | $2,825+60.8% | $5,629-19.3% | $4,649-2.3% |
| Admin fee / account holder | $207 | $436-52.6% | $15,914-98.7% | $433-52.3% |