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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 | $67,776+0.1% | $90,312-24.9% | $65,306+3.9% |
| Participation rate | 98.8% | 58.1%+40.7pp | 72.9%+25.9pp | 57.7%+41.1pp |
| Annual return | 7.78% | 16.62%-8.8pp | 18.90%-11.1pp | 21.94%-14.2pp |
| Employer contribution / active EE | $2,688 | $2,195+22.4% | $2,243+19.8% | $1,967+36.6% |
| Participant deferral / active EE | $6,375 | $2,641+141.4% | $3,749+70.0% | $2,959+115.4% |
| Admin fee / account holder | $335 | $3,322-89.9% | $8,248-95.9% | $3,480-90.4% |