Filed July 25, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $257,055 |
Filed as: METROPOLITAN LIFE INSURANCE Service code 13 · EIN 13-5581826 | Contract Administrator | $122,961 |
MERCER8+ years Filed as: MERCER INVESTMENT CONSUL Service code 27 · EIN 61-0736136 | Advisory (Plan) | $117,686 |
DELOITTE & TOUCHE LLP8+ years Service code 10 · EIN 13-3891517 | Accounting | $54,100 |
GROOM LAW GROUP4 years Filed as: GROOM LAW GROUP, CHARTER Service code 27 · EIN 52-1219029 | Advisory (Plan) | $17,499 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $286,789 | $95,918+199.0% | $151,611+89.2% | $77,904+268.1% |
| Participation rate | 99.6% | 88.7%+10.8pp | 87.5%+12.1pp | 73.7%+25.9pp |
| Annual return | -15.47% | -5.50%-10.0pp | 3.33%-18.8pp | 12.21%-27.7pp |
| Employer contribution / active EE | $14,238 | $4,330+228.8% | $6,166+130.9% | $2,848+400.0% |
| Participant deferral / active EE | $13,463 | $7,508+79.3% | $8,363+61.0% | $4,806+180.1% |
| Admin fee / account holder | $119 | $93+27.7% | $11,616-99.0% | $133-10.1% |