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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $19,613 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,428 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $45,192 | $47,977-5.8% | $154,108-70.7% | $56,289-19.7% |
| Participation rate | 76.7% | 66.2%+10.5pp | 83.0%-6.4pp | 69.9%+6.8pp |
| Annual return | 7.54% | 3.54%+4.0pp | 735.21%-727.7pp | -9.96%+17.5pp |
| Employer contribution / active EE | $1,514 | $2,169-30.2% | $5,298-71.4% | $2,111-28.3% |
| Participant deferral / active EE | $1,309 | $2,392-45.3% | $5,081-74.2% | $3,350-60.9% |
| Admin fee / account holder | $26 | $438-94.1% | $13,411-99.8% | $521-95.1% |