Filed July 7, 2022 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $93,763 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,757 | $50,815+141.6% | $155,509-21.1% | $77,643+58.1% |
| Participation rate | 93.4% | 63.1%+30.3pp | 78.2%+15.3pp | 70.6%+22.9pp |
| Annual return | 14.62% | 34.80%-20.2pp | 64.67%-50.0pp | 31.24%-16.6pp |
| Employer contribution / active EE | $2,591 | $1,993+30.0% | $4,672-44.5% | $2,726-4.9% |
| Participant deferral / active EE | $6,093 | $2,822+115.9% | $5,626+8.3% | $4,647+31.1% |
| Admin fee / account holder | $89 | $437-79.6% | $15,912-99.4% | $430-79.3% |