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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 | $92,076+56.1% | $105,608+36.1% | $77,714+85.0% |
| Participation rate | 93.9% | 81.0%+12.9pp | 75.3%+18.6pp | 70.6%+23.3pp |
| Annual return | 14.47% | 17.84%-3.4pp | 116.50%-102.0pp | 31.26%-16.8pp |
| Employer contribution / active EE | $6,317 | $3,370+87.4% | $3,167+99.5% | $2,727+131.7% |
| Participant deferral / active EE | $6,050 | $5,390+12.2% | $5,010+20.8% | $4,649+30.1% |
| Admin fee / account holder | $211 | $219-3.6% | $11,028-98.1% | $433-51.3% |