Filed July 25, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $285,726 |
GROOM LAW GROUP5 years Filed as: GROOM LAW GROUP, CHARTER Service code 27 · EIN 52-1219029 | Advisory (Plan) | $155,691 |
MERCER4 years Filed as: MERCER INV CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $103,396 |
Filed as: METROPOLITAN LIFE INSURANCE Service code 13 · EIN 13-5581826 | Contract Administrator | $97,986 |
DELOITTE & TOUCHE LLP9+ years Service code 27 · EIN 13-3891517 | Advisory (Plan) | $56,264 |
MORNINGSTAR2 years 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 | $324,422 | $112,686+187.9% | $169,993+90.8% | $80,160+304.7% |
| Participation rate | 99.3% | 87.4%+11.9pp | 87.0%+12.3pp | 72.9%+26.4pp |
| Annual return | 18.34% | 67.04%-48.7pp | 53.37%-35.0pp | 40.38%-22.0pp |
| Employer contribution / active EE | $14,757 | $4,481+229.3% | $6,785+117.5% | $2,978+395.6% |
| Participant deferral / active EE | $14,446 | $7,876+83.4% | $10,408+38.8% | $5,017+187.9% |
| Admin fee / account holder | $142 | $99+43.4% | $12,815-98.9% | $145-2.0% |