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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $75,617 |
MMA SECURITIES LLC2 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $36,562 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,824 | $63,904+6.1% | $89,340-24.1% | $67,986-0.2% |
| Participation rate | 98.8% | 54.3%+44.4pp | 69.6%+29.2pp | 57.2%+41.6pp |
| Annual return | 7.78% | 18.09%-10.3pp | 20.57%-12.8pp | 31.67%-23.9pp |
| Employer contribution / active EE | $2,688 | $1,627+65.1% | $2,231+20.4% | $2,019+33.1% |
| Participant deferral / active EE | $6,375 | $2,691+136.9% | $3,823+66.8% | $3,358+89.8% |
| Admin fee / account holder | $335 | $3,315-89.9% | $6,704-95.0% | $3,203-89.6% |