Filed January 8, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,323 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,220 | $130,294+3.0% | $170,043-21.1% | $71,511+87.7% |
| Participation rate | 100.0% | 86.2%+13.8pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 14.14% | 20.36%-6.2pp | 53.40%-39.3pp | 28.86%-14.7pp |
| Employer contribution / active EE | $10,698 | $4,385+144.0% | $6,790+57.6% | $2,589+313.2% |
| Participant deferral / active EE | $0 | $6,928-100.0% | $10,410-100.0% | $4,291-100.0% |
| Admin fee / account holder | $223 | $966-76.9% | $12,824-98.3% | $1,588-85.9% |