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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 41-0127290 | Contract Administrator | $34,174 |
STRONG TOWER ADVISORY SERVICES2+ years Service code 27 · EIN 86-3753384 | Advisory (Plan) | $14,311 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,395 | $76,112-52.2% | $96,544-62.3% | $71,529-49.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 25.96% | 22.80%+3.2pp | 25.88%+0.1pp | 28.97%-3.0pp |
| Employer contribution / active EE | $2,819 | $2,248+25.4% | $2,966-5.0% | $2,590+8.9% |
| Participant deferral / active EE | $7,138 | $4,217+69.3% | $4,851+47.1% | $4,291+66.3% |
| Admin fee / account holder | $165 | $2,708-93.9% | $8,254-98.0% | $1,588-89.6% |