Filed November 16, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $512,679 |
COMERICA BANK1 year Filed as: COMERICA SECURITIES CO FINANCIAL OP Service code 16 · EIN 38-2621207 | Consulting | $38,711 |
BDO USA, LLP2 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $10,500 |
THE BANK OF NEW YORK MELLON3+ years Filed as: PERSHING, LLC Service code 33 · EIN 13-2741729 | Securities brokerage; Account mainten... | $9,537 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $159,378 | $88,730+79.6% | $82,312+93.6% | $77,958+104.4% |
| Participation rate | 98.9% | 84.5%+14.4pp | 76.9%+22.0pp | 71.6%+27.2pp |
| Annual return | 23.79% | 20.88%+2.9pp | 25.88%-2.1pp | 20.87%+2.9pp |
| Employer contribution / active EE | $4,281 | $2,758+55.2% | $2,428+76.3% | $2,310+85.3% |
| Participant deferral / active EE | $7,634 | $4,634+64.7% | $3,706+106.0% | $3,537+115.9% |
| Admin fee / account holder | $173 | $74+134.1% | $5,608-96.9% | $97+77.9% |