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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $192,506 |
MMA SECURITIES LLC1+ years Service code 49 · EIN 22-3570392 | Other Services | $33,750 |
CROWE LLP1+ years Service code 49 · EIN 35-0921680 | Other Services | $26,985 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,758 | $92,186+55.9% | $105,624+36.1% | $77,762+84.9% |
| Participation rate | 93.9% | 81.0%+12.9pp | 75.3%+18.6pp | 70.6%+23.3pp |
| Annual return | 14.47% | 17.83%-3.4pp | 116.20%-101.7pp | 31.27%-16.8pp |
| Employer contribution / active EE | $6,317 | $3,376+87.1% | $3,168+99.4% | $2,728+131.6% |
| Participant deferral / active EE | $6,050 | $5,395+12.1% | $5,013+20.7% | $4,651+30.1% |
| Admin fee / account holder | $211 | $219-3.6% | $10,961-98.1% | $433-51.2% |