Filed November 14, 2022 (most recent of 2 filings on file)
Total covered: 61 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $59,556 |
VSR FINANCIAL SERVICES INC1+ years Service code 49 · EIN 43-1302302 | Other Services | $48,822 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant 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 | $28,515 | $37,039-23.0% | $147,617-80.7% | $59,188-51.8% |
| Participation rate | 93.6% | 63.8%+29.8pp | 84.6%+9.0pp | 69.4%+24.2pp |
| Annual return | 2.83% | 7.19%-4.4pp | 61.98%-59.2pp | 5.51%-2.7pp |
| Employer contribution / active EE | $0 | $1,353-100.0% | $5,564-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $3,254 | $2,094+55.4% | $4,895-33.5% | $3,265-0.3% |
| Admin fee / account holder | $37 | $60-38.2% | $11,612-99.7% | $92-59.6% |