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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $66,517 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $13,318 |
MMA SECURITIES LLC3 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $8,749 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,454 | $50,820-44.0% | $155,567-81.7% | $77,671-63.4% |
| Participation rate | 50.3% | 63.1%-12.8pp | 78.2%-27.9pp | 70.6%-20.3pp |
| Annual return | 19.66% | 34.85%-15.2pp | 64.74%-45.1pp | 31.21%-11.6pp |
| Employer contribution / active EE | $1,280 | $1,993-35.8% | $4,674-72.6% | $2,726-53.0% |
| Participant deferral / active EE | $3,335 | $2,823+18.1% | $5,628-40.7% | $4,648-28.2% |
| Admin fee / account holder | $235 | $436-46.1% | $15,916-98.5% | $430-45.4% |