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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $88,035 |
SECURITIES AMERICA INC1+ years Filed as: SECURITIES AMERICA ADVISORS, INC. Service code 27 · EIN 47-0648506 | Advisory (Plan) | $28,479 |
MORNINGSTAR1+ 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 | $93,996 | $95,369-1.4% | $135,942-30.9% | $74,440+26.3% |
| Participation rate | 74.2% | 78.2%-4.0pp | 81.9%-7.7pp | 70.7%+3.5pp |
| Annual return | 0.00% | 32.72%-32.7pp | 68.28%-68.3pp | 34.37%-34.4pp |
| Employer contribution / active EE | $3,576 | $3,878-7.8% | $4,858-26.4% | $2,638+35.6% |
| Participant deferral / active EE | $5,625 | $7,788-27.8% | $7,759-27.5% | $4,529+24.2% |
| Admin fee / account holder | $249 | $266-6.5% | $10,764-97.7% | $348-28.4% |