Filed August 22, 2022
Total covered: 12 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $254,255 |
EXECUTIVE INSURANCE AGENCY INC4+ years Service code 49 · EIN 34-1004471 | Other Services | $47,635 |
VALMARK ADVISERS INC4+ years Filed as: VALMARK SECURITIES INC Service code 49 · EIN 34-1724087 | Other Services | $8,133 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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 | $21,839 | $33,780-35.3% | $74,549-70.7% | $75,289-71.0% |
| Participation rate | 92.7% | 62.7%+30.0pp | 69.1%+23.6pp | 72.4%+20.3pp |
| Annual return | -5.89% | -1.24%-4.6pp | 32.53%-38.4pp | -0.04%-5.9pp |
| Employer contribution / active EE | $528 | $845-37.5% | $1,961-73.1% | $2,405-78.0% |
| Participant deferral / active EE | $1,849 | $1,890-2.2% | $3,108-40.5% | $3,739-50.6% |
| Admin fee / account holder | $157 | $86+82.0% | $5,059-96.9% | $102+53.6% |