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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $107,601 |
SECURITIES AMERICA INC2+ years Filed as: SECURITIES AMERICA ADVISORS, INC. Service code 27 · EIN 47-0648506 | Advisory (Plan) | $37,966 |
OSAIC WEALTH INC1 year Service code 27 · EIN 93-0987232 | Advisory (Plan) | $14,062 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L 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 | $95,617 | $106,264-10.0% | $147,117-35.0% | $77,762+23.0% |
| Participation rate | 73.6% | 78.4%-4.8pp | 82.2%-8.5pp | 70.6%+3.0pp |
| Annual return | 15.37% | 56.94%-41.6pp | 420.54%-405.2pp | 31.27%-15.9pp |
| Employer contribution / active EE | $3,152 | $4,074-22.6% | $4,932-36.1% | $2,728+15.5% |
| Participant deferral / active EE | $6,520 | $8,003-18.5% | $8,065-19.1% | $4,651+40.2% |
| Admin fee / account holder | $270 | $334-19.3% | $12,993-97.9% | $433-37.7% |