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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 101 PARK AVENUE · NEW YORK, NY 10178 | Contract Administrator | $59,783 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 13 | Contract Administrator | $57,140 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 13 · EIN 36-4317381 101 PARK AVE · NEW YORK, NY 10178 | Contract Administrator | $23,059 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4327381 101 PARK AVENUE · NEW YORK, NY 10178 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $32,431 | $129,227-74.9% | $184,256-82.4% | $77,762-58.3% |
| Participation rate | 84.1% | 87.4%-3.3pp | 86.8%-2.8pp | 70.6%+13.5pp |
| Annual return | 20.52% | 33.24%-12.7pp | 28.85%-8.3pp | 31.27%-10.8pp |
| Employer contribution / active EE | $1,697 | $4,412-61.5% | $6,427-73.6% | $2,728-37.8% |
| Participant deferral / active EE | $2,845 | $7,307-61.1% | $9,133-68.8% | $4,651-38.8% |
| Admin fee / account holder | $113 | $256-55.8% | $13,899-99.2% | $433-73.9% |