Filed September 28, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $63,870 |
KROLL, RICHARD A.1+ years Service code 49 11100 WAYZATA BLVD · MINNETONKA, MN 553055533 | Other Services | $19,550 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,371 | $62,324+67.5% | $68,509+52.3% | $55,191+89.1% |
| Participation rate | 73.9% | 78.9%-5.0pp | 74.7%-0.8pp | 69.2%+4.7pp |
| Annual return | -0.06% | 4.26%-4.3pp | 8.27%-8.3pp | 10.78%-10.8pp |
| Employer contribution / active EE | $7,242 | $2,223+225.8% | $2,278+217.9% | $1,899+281.4% |
| Participant deferral / active EE | $0 | $3,425-100.0% | $3,382-100.0% | $3,046-100.0% |
| Admin fee / account holder | $173 | $91+88.9% | $5,275-96.7% | $91+90.2% |