Filed January 30, 2023 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ALDEN CAPITAL1 year Service code 27 · EIN 83-1319732 | Advisory (Plan) | $23,651 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,681 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,867 | $100,227-10.3% | $169,993-47.1% | $74,419+20.8% |
| Participation rate | 96.2% | 87.3%+8.8pp | 87.0%+9.2pp | 70.7%+25.4pp |
| Annual return | 18.93% | 66.08%-47.1pp | 53.37%-34.4pp | 34.38%-15.4pp |
| Employer contribution / active EE | $2,950 | $4,263-30.8% | $6,785-56.5% | $2,637+11.8% |
| Participant deferral / active EE | $6,411 | $7,143-10.2% | $10,408-38.4% | $4,528+41.6% |
| Admin fee / account holder | $39 | $234-83.5% | $12,815-99.7% | $348-88.9% |