Filed August 22, 2022
Total covered: 12 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $65,964 |
VALMARK ADVISERS INC1+ years Filed as: VALMARK SECURITIES INC Service code 49 · EIN 34-1724087 | Other Services | $7,817 |
EXECUTIVE INSURANCE AGENCY INC1+ years Service code 49 · EIN 34-1004471 | Other Services | $2,883 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $20,238 | $31,810-36.4% | $64,105-68.4% | $59,188-65.8% |
| Participation rate | 91.1% | 57.7%+33.4pp | 68.2%+22.9pp | 69.4%+21.7pp |
| Annual return | -0.37% | 9.41%-9.8pp | 791.24%-791.6pp | 5.51%-5.9pp |
| Employer contribution / active EE | $229 | $659-65.2% | $1,820-87.4% | $2,098-89.1% |
| Participant deferral / active EE | $1,508 | $1,582-4.7% | $2,822-46.6% | $3,265-53.8% |
| Admin fee / account holder | $47 | $57-16.9% | $4,499-98.9% | $92-48.8% |