Filed September 28, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,070 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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 | $88,789 | $74,024+19.9% | $78,002+13.8% | $57,661+54.0% |
| Participation rate | 80.1% | 79.7%+0.4pp | 75.5%+4.6pp | 70.2%+9.9pp |
| Annual return | 6.21% | 12.14%-5.9pp | 425.99%-419.8pp | 5.13%+1.1pp |
| Employer contribution / active EE | $4,502 | $2,365+90.3% | $2,470+82.3% | $1,974+128.1% |
| Participant deferral / active EE | $0 | $3,533-100.0% | $3,497-100.0% | $3,061-100.0% |
| Admin fee / account holder | $5 | $93-94.5% | $5,481-99.9% | $95-94.6% |