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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $171,183 |
Service code 27 · EIN 87-3100347 | Advisory (Plan) | $54,155 |
QUALIFIED PLANS, LLC1 year Filed as: QUALIFIED PENSION Service code 13 | Contract Administrator | $51,048 |
Filed as: QUALIFIED PENSION SERVICES INC. Service code 13 · EIN 84-1365788 | Contract Administrator | $350 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,404 | $50,820-6.7% | $155,567-69.5% | $77,671-39.0% |
| Participation rate | 79.8% | 63.1%+16.7pp | 78.2%+1.6pp | 70.6%+9.2pp |
| Annual return | 13.67% | 34.85%-21.2pp | 64.74%-51.1pp | 31.21%-17.5pp |
| Employer contribution / active EE | $553 | $1,993-72.2% | $4,674-88.2% | $2,726-79.7% |
| Participant deferral / active EE | $3,755 | $2,823+33.0% | $5,628-33.3% | $4,648-19.2% |
| Admin fee / account holder | $226 | $436-48.1% | $15,916-98.6% | $430-47.4% |