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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $90,630 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $40,282 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,218 | $46,325-34.8% | $143,788-79.0% | $64,814-53.4% |
| Participation rate | 98.5% | 64.2%+34.3pp | 80.3%+18.2pp | 71.5%+27.1pp |
| Annual return | -16.40% | -10.05%-6.3pp | -0.03%-16.4pp | 32.84%-49.2pp |
| Employer contribution / active EE | $1,632 | $1,911-14.6% | $4,952-67.0% | $2,507-34.9% |
| Participant deferral / active EE | $3,846 | $2,647+45.3% | $5,638-31.8% | $4,310-10.8% |
| Admin fee / account holder | $157 | $154+2.3% | $14,675-98.9% | $188-16.2% |