Filed October 18, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BENING, RAYMOND L.2+ years Service code 49 801 GRAND AVE STE 240 · DES MOINES, IA 503098001 | Other Services | $5,162 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,947 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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 | $109,675 | $42,772+156.4% | $87,507+25.3% | $55,167+98.8% |
| Participation rate | 95.4% | 66.5%+28.9pp | 73.8%+21.5pp | 69.0%+26.4pp |
| Annual return | 8.31% | 21.20%-12.9pp | 12.21%-3.9pp | 169.23%-160.9pp |
| Employer contribution / active EE | $4,577 | $1,277+258.5% | $2,550+79.5% | $1,963+133.2% |
| Participant deferral / active EE | $3,072 | $2,342+31.2% | $3,149-2.4% | $3,054+0.6% |
| Admin fee / account holder | $23 | $461-94.9% | $4,221-99.4% | $504-95.4% |