Filed January 4, 2018 (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 | $34,424 |
VRAKAS S.C.3 years Filed as: VRAKAS Service code 10 · EIN 39-1453055 | Accounting | $11,500 |
BAIRD INSURANCE SERVICES INC9 years Service code 49 · EIN 39-1236032 | Other Services | $7,885 |
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 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,649 | $87,870-15.0% | $113,168-34.0% | $74,304+0.5% |
| Participation rate | 85.7% | 70.7%+15.0pp | 76.6%+9.1pp | 60.3%+25.4pp |
| Annual return | 15.47% | 26.44%-11.0pp | 24.27%-8.8pp | 29.43%-14.0pp |
| Employer contribution / active EE | $1,208 | $2,277-46.9% | $2,975-59.4% | $2,241-46.1% |
| Participant deferral / active EE | $4,870 | $4,241+14.8% | $5,107-4.6% | $3,767+29.3% |
| Admin fee / account holder | $317 | $3,368-90.6% | $12,068-97.4% | $2,969-89.3% |