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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $150,042 |
Service code 27 · EIN 87-3100347 | Advisory (Plan) | $55,994 |
Filed as: QUALIFIED PENSION SERVICES INC. Service code 13 · EIN 84-1365788 | Contract Administrator | $21,782 |
MORNINGSTAR1 year 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,513 | $47,135-7.7% | $149,717-70.9% | $74,440-41.5% |
| Participation rate | 85.0% | 63.4%+21.6pp | 78.8%+6.2pp | 70.7%+14.3pp |
| Annual return | 18.43% | 22.75%-4.3pp | 134.41%-116.0pp | 34.37%-15.9pp |
| Employer contribution / active EE | $1,171 | $1,906-38.6% | $4,820-75.7% | $2,638-55.6% |
| Participant deferral / active EE | $3,675 | $2,728+34.7% | $5,682-35.3% | $4,529-18.9% |
| Admin fee / account holder | $204 | $343-40.4% | $13,213-98.5% | $348-41.3% |