Filed December 22, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $414,717 |
NORTHWESTERN MUTUAL INVESTMENT SERV10+ years Service code 49 · EIN 52-2114207 | Other Services | $107,006 |
FORVIS, LLP3 years Filed as: FORVIS Service code 10 · EIN 44-0160260 | Accounting | $7,875 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,159 | $53,254+69.3% | $155,574-42.0% | $199,921-54.9% |
| Participation rate | 96.9% | 64.1%+32.8pp | 78.2%+18.7pp | 72.0%+24.9pp |
| Annual return | 11.89% | 41.18%-29.3pp | 64.87%-53.0pp | 34.28%-22.4pp |
| Employer contribution / active EE | $3,840 | $1,848+107.8% | $4,676-17.9% | $3,035+26.5% |
| Participant deferral / active EE | $4,561 | $3,165+44.1% | $5,629-19.0% | $5,089-10.4% |
| Admin fee / account holder | $185 | $186-0.6% | $15,914-98.8% | $269-31.4% |