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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $91,569 |
Filed as: ACCELERATE RETIREMENT Service code 27 · EIN 92-2678185 | Advisory (Plan) | $37,935 |
ACTUARIAL BENEFITS CORP2 years Filed as: ACTUARIAL BENEFITS CORPORTATION Service code 49 | Other Services | $24,615 |
ACTUARIAL BENEFITS CORP10+ years Service code 49 · EIN 20-1052442 | Other Services | $0 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 | Advisory (Participants) | $0 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,572 | $79,013+31.1% | $100,391+3.2% | $74,495+39.0% |
| Participation rate | 92.6% | 79.5%+13.2pp | 81.5%+11.2pp | 67.2%+25.4pp |
| Annual return | 14.29% | 20.41%-6.1pp | 49.20%-34.9pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $1,128 | $3,021-62.7% | $3,942-71.4% | $2,623-57.0% |
| Participant deferral / active EE | $8,253 | $7,760+6.4% | $8,082+2.1% | $4,346+89.9% |
| Admin fee / account holder | $375 | $1,320-71.6% | $7,899-95.2% | $1,942-80.7% |