Filed December 22, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 52-2114207 | Other Services | $60,285 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,405 |
IBBOTSON ASSOCIATES INC.1+ years Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $54,616 | $37,039+47.5% | $147,617-63.0% | $59,188-7.7% |
| Participation rate | 94.3% | 63.8%+30.5pp | 84.6%+9.7pp | 69.4%+24.9pp |
| Annual return | 0.82% | 7.19%-6.4pp | 61.98%-61.2pp | 5.51%-4.7pp |
| Employer contribution / active EE | $2,597 | $1,353+92.0% | $5,564-53.3% | $2,098+23.8% |
| Participant deferral / active EE | $3,040 | $2,094+45.2% | $4,895-37.9% | $3,265-6.9% |
| Admin fee / account holder | $33 | $60-45.4% | $11,612-99.7% | $92-64.4% |