Filed November 16, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $441,161 |
COMERICA BANK2+ years Filed as: COMERICA SECURITIES Service code 16 · EIN 38-2621207 | Consulting | $77,094 |
THE BANK OF NEW YORK MELLON2+ years Filed as: PERSHING, LLC Service code 33 · EIN 13-2741729 | Direct payment from the plan; Account... | $11,442 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $10,500 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,472 | $80,211+63.9% | $74,184+77.2% | $63,975+105.5% |
| Participation rate | 99.2% | 84.2%+15.0pp | 76.6%+22.6pp | 71.1%+28.1pp |
| Annual return | 9.29% | 14.13%-4.8pp | 17.74%-8.4pp | 48.65%-39.4pp |
| Employer contribution / active EE | $5,069 | $2,553+98.5% | $2,370+113.9% | $2,182+132.4% |
| Participant deferral / active EE | $7,387 | $4,370+69.0% | $3,550+108.1% | $3,356+120.1% |
| Admin fee / account holder | $153 | $67+127.2% | $5,586-97.3% | $70+116.8% |