Filed July 25, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $296,953 |
Filed as: METROPOLITAN LIFE INSURANCE Service code 13 · EIN 13-5581826 | Contract Administrator | $100,253 |
MERCER5 years Filed as: MERCER INV CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $96,197 |
DELOITTE & TOUCHE LLP10+ years Service code 10 · EIN 13-3891517 | Accounting | $58,500 |
GROOM LAW GROUP5 years Service code 29 · EIN 52-1219029 | Legal | $18,109 |
MORNINGSTAR3 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 | $353,273 | $122,693+187.9% | $184,203+91.8% | $199,593+77.0% |
| Participation rate | 99.5% | 86.8%+12.7pp | 86.8%+12.7pp | 72.0%+27.5pp |
| Annual return | 14.29% | 143.91%-129.6pp | 28.81%-14.5pp | 34.25%-20.0pp |
| Employer contribution / active EE | $15,606 | $4,584+240.4% | $6,427+142.8% | $3,034+414.3% |
| Participant deferral / active EE | $14,381 | $7,990+80.0% | $9,131+57.5% | $5,087+182.7% |
| Admin fee / account holder | $113 | $121-6.1% | $13,901-99.2% | $269-57.9% |