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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 | $62,086+9.2% | $90,259-24.9% | $64,340+5.4% |
| Participation rate | 98.8% | 53.9%+44.9pp | 70.7%+28.0pp | 55.2%+43.5pp |
| Annual return | 7.78% | 16.73%-9.0pp | 18.88%-11.1pp | 24.14%-16.4pp |
| Employer contribution / active EE | $2,688 | $1,883+42.8% | $2,291+17.3% | $1,862+44.4% |
| Participant deferral / active EE | $6,375 | $2,557+149.3% | $3,827+66.6% | $2,980+113.9% |
| Admin fee / account holder | $335 | $3,317-89.9% | $7,267-95.4% | $3,703-91.0% |