Filed July 7, 2022 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $146,659 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $1,881 |
MORNINGSTAR2 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 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,514 | $47,135+136.6% | $149,717-25.5% | $74,440+49.8% |
| Participation rate | 92.1% | 63.4%+28.7pp | 78.8%+13.3pp | 70.7%+21.4pp |
| Annual return | 17.95% | 22.75%-4.8pp | 134.41%-116.5pp | 34.37%-16.4pp |
| Employer contribution / active EE | $2,478 | $1,906+30.0% | $4,820-48.6% | $2,638-6.1% |
| Participant deferral / active EE | $5,827 | $2,728+113.6% | $5,682+2.6% | $4,529+28.7% |
| Admin fee / account holder | $139 | $343-59.4% | $13,213-98.9% | $348-60.0% |