Filed January 30, 2023 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,991 |
ALDEN CAPITAL2 years Service code 27 · EIN 83-1319732 | Advisory (Plan) | $27,945 |
MORNINGSTAR3 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 | $91,798 | $129,021-28.9% | $184,203-50.2% | $77,643+18.2% |
| Participation rate | 96.6% | 87.3%+9.3pp | 86.8%+9.8pp | 70.6%+26.0pp |
| Annual return | 13.47% | 33.27%-19.8pp | 28.81%-15.3pp | 31.24%-17.8pp |
| Employer contribution / active EE | $2,778 | $4,413-37.0% | $6,427-56.8% | $2,726+1.9% |
| Participant deferral / active EE | $5,941 | $7,297-18.6% | $9,131-34.9% | $4,647+27.8% |
| Admin fee / account holder | $79 | $254-68.8% | $13,901-99.4% | $430-81.6% |