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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $26,873 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,784 |
MORNINGSTAR4 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,241 | $106,749+52.0% | $145,433+11.6% | $82,448+96.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.81% | 27.59%-11.8pp | 66.58%-50.8pp | 41.64%-25.8pp |
| Employer contribution / active EE | $8,833 | $3,444+156.4% | $4,554+93.9% | $2,551+246.3% |
| Participant deferral / active EE | $12,463 | $6,519+91.2% | $7,897+57.8% | $4,139+201.1% |
| Admin fee / account holder | $38 | $8,390-99.6% | $13,129-99.7% | $7,234-99.5% |