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| Provider | Service type | Compensation |
|---|---|---|
LONGNECKER, TED J.2+ years Service code 49 6701 WESTOWN PKWY · WDM, IA 502667706 | Other Services | $13,070 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,035 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $41,106 | $55,453-25.9% | $170,435-75.9% | $62,293-34.0% |
| Participation rate | 80.2% | 66.4%+13.9pp | 83.6%-3.4pp | 69.5%+10.7pp |
| Annual return | 12.09% | 21.38%-9.3pp | 205.94%-193.8pp | 28.90%-16.8pp |
| Employer contribution / active EE | $1,498 | $2,164-30.8% | $5,432-72.4% | $2,042-26.7% |
| Participant deferral / active EE | $1,195 | $2,303-48.1% | $4,939-75.8% | $3,169-62.3% |
| Admin fee / account holder | $22 | $455-95.2% | $13,881-99.8% | $479-95.4% |