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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $13,992 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,119 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC 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 | $86,309 | $105,200-18.0% | $159,474-45.9% | $85,847+0.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.21% | 45.08%-29.9pp | 263.68%-248.5pp | 318.61%-303.4pp |
| Employer contribution / active EE | $9,486 | $3,319+185.8% | $4,831+96.4% | $2,565+269.8% |
| Participant deferral / active EE | $7,766 | $5,946+30.6% | $7,353+5.6% | $3,952+96.5% |
| Admin fee / account holder | $74 | $6,934-98.9% | $10,802-99.3% | $6,261-98.8% |