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| Provider | Service type | Compensation |
|---|---|---|
LONGNECKER, TED J.1+ years Service code 49 6701 WESTOWN PKWY · WEST DES MOINES, IA 502667706 | Other Services | $17,872 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,172 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $37,929 | $306,927-87.6% | $156,551-75.8% | - |
| Participation rate | 79.1% | 59.9%+19.3pp | 84.0%-4.9pp | - |
| Annual return | -0.67% | 1.08%-1.8pp | 32.23%-32.9pp | - |
| Employer contribution / active EE | $1,416 | $1,481-4.4% | $5,501-74.3% | - |
| Participant deferral / active EE | $1,091 | $1,779-38.7% | $4,871-77.6% | - |
| Admin fee / account holder | $24 | $73,834-100.0% | $13,028-99.8% | - |