Filed July 25, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $235,464 |
Filed as: METROPOLITAN LIFE INSURANCE Service code 13 · EIN 13-5581826 | Contract Administrator | $133,044 |
MERCER7+ years Filed as: MERCER INVESTMENT CONSUL Service code 27 · EIN 61-0736136 | Advisory (Plan) | $89,437 |
DELOITTE & TOUCHE LLP7+ years Service code 10 · EIN 13-3891517 | Accounting | $54,100 |
GROOM LAW GROUP3 years Filed as: GROOM LAW GROUP, CHARTER Service code 29 · EIN 52-1219029 | Legal | $11,480 |
MORNINGSTAR6+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $350,553 | $118,337+196.2% | $189,513+85.0% | $93,030+276.8% |
| Participation rate | 99.5% | 89.1%+10.4pp | 87.8%+11.7pp | 73.9%+25.6pp |
| Annual return | 12.82% | 21.77%-9.0pp | 555.15%-542.3pp | 158.70%-145.9pp |
| Employer contribution / active EE | $12,714 | $4,204+202.4% | $6,162+106.4% | $2,706+369.9% |
| Participant deferral / active EE | $12,822 | $7,123+80.0% | $8,221+56.0% | $4,562+181.0% |
| Admin fee / account holder | $112 | $100+12.4% | $12,045-99.1% | $152-26.2% |