Filed July 7, 2022 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $145,833 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $2,133 |
MORNINGSTAR1 year 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 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,608 | $46,332+115.0% | $143,799-30.7% | $64,819+53.7% |
| Participation rate | 92.4% | 64.2%+28.2pp | 80.3%+12.1pp | 71.5%+20.9pp |
| Annual return | -16.37% | -10.05%-6.3pp | -0.04%-16.3pp | 32.84%-49.2pp |
| Employer contribution / active EE | $2,375 | $1,911+24.3% | $4,952-52.0% | $2,507-5.3% |
| Participant deferral / active EE | $5,557 | $2,647+109.9% | $5,638-1.4% | $4,311+28.9% |
| Admin fee / account holder | $139 | $154-9.4% | $14,677-99.1% | $188-25.8% |