Filed August 24, 2020
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $43,962 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $10,122 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,500 | $44,989-3.3% | $170,435-74.5% | $77,958-44.2% |
| Participation rate | 95.5% | 64.6%+30.8pp | 83.6%+11.9pp | 71.6%+23.8pp |
| Annual return | 12.91% | 19.61%-6.7pp | 205.94%-193.0pp | 20.87%-8.0pp |
| Employer contribution / active EE | $2,082 | $1,466+42.0% | $5,432-61.7% | $2,310-9.9% |
| Participant deferral / active EE | $3,418 | $2,208+54.8% | $4,939-30.8% | $3,537-3.4% |
| Admin fee / account holder | $37 | $69-47.0% | $13,881-99.7% | $97-62.5% |