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| Provider | Service type | Compensation |
|---|---|---|
TRUENORTH, INC.1+ years Filed as: TRUENORTH INC Service code 27 · EIN 48-1233289 | Advisory (Plan) | $36,928 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,400 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,439 | $55,453-12.6% | $170,435-71.6% | $62,293-22.2% |
| Participation rate | 57.1% | 66.4%-9.3pp | 83.6%-26.5pp | 69.5%-12.4pp |
| Annual return | 12.97% | 21.38%-8.4pp | 205.94%-193.0pp | 28.90%-15.9pp |
| Employer contribution / active EE | $287 | $2,164-86.7% | $5,432-94.7% | $2,042-85.9% |
| Participant deferral / active EE | $2,657 | $2,303+15.4% | $4,939-46.2% | $3,169-16.2% |
| Admin fee / account holder | $172 | $455-62.2% | $13,881-98.8% | $479-64.1% |