Filed August 22, 2022
Total covered: 12 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $56,656 |
EXECUTIVE INSURANCE AGENCY INC2+ years Service code 49 · EIN 34-1004471 | Other Services | $28,827 |
VALMARK ADVISERS INC2+ years Filed as: VALMARK SECURITIES INC Service code 49 · EIN 34-1724087 | Other Services | $7,467 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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 | $20,727 | $33,232-37.6% | $71,796-71.1% | $63,975-67.6% |
| Participation rate | 95.0% | 60.1%+34.9pp | 69.1%+25.9pp | 71.1%+23.9pp |
| Annual return | 8.95% | 11.99%-3.0pp | 78.04%-69.1pp | 48.65%-39.7pp |
| Employer contribution / active EE | $485 | $723-32.9% | $1,924-74.8% | $2,182-77.8% |
| Participant deferral / active EE | $1,640 | $1,604+2.2% | $2,794-41.3% | $3,356-51.1% |
| Admin fee / account holder | $37 | $63-41.0% | $4,815-99.2% | $70-46.8% |