Filed October 18, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BENING, RAYMOND L.1+ years Service code 49 · EIN 47-9843557 | Other Services | $5,578 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,335 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,996 | $38,595+161.7% | $80,004+26.2% | $52,331+93.0% |
| Participation rate | 90.8% | 64.5%+26.3pp | 73.0%+17.8pp | 68.1%+22.7pp |
| Annual return | -0.65% | 2.04%-2.7pp | 7.63%-8.3pp | 4.54%-5.2pp |
| Employer contribution / active EE | $4,487 | $1,133+296.1% | $2,473+81.5% | $1,882+138.5% |
| Participant deferral / active EE | $2,775 | $2,318+19.7% | $3,204-13.4% | $3,022-8.2% |
| Admin fee / account holder | $16 | $304-94.6% | $5,033-99.7% | $592-97.2% |