Filed August 22, 2022
Total covered: 12 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $246,273 |
EXECUTIVE INSURANCE AGENCY INC3+ years Service code 49 · EIN 34-1004471 | Other Services | $46,837 |
VALMARK ADVISERS INC3+ years Filed as: VALMARK SECURITIES INC Service code 49 · EIN 34-1724087 | Other Services | $8,006 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $24,057 | $38,833-38.1% | $78,778-69.5% | $77,958-69.1% |
| Participation rate | 93.9% | 60.9%+32.9pp | 69.2%+24.7pp | 71.6%+22.2pp |
| Annual return | 15.87% | 20.31%-4.4pp | 35.62%-19.7pp | 20.87%-5.0pp |
| Employer contribution / active EE | $540 | $840-35.7% | $1,986-72.8% | $2,310-76.6% |
| Participant deferral / active EE | $1,841 | $1,776+3.7% | $2,958-37.8% | $3,537-47.9% |
| Admin fee / account holder | $160 | $89+79.5% | $5,134-96.9% | $97+64.1% |