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 | $61,809 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $58,382 |
MORNINGSTAR1 year 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 |
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 | $59,879 | $37,213+60.9% | $156,551-61.8% | $63,975-6.4% |
| Participation rate | 94.4% | 65.0%+29.5pp | 84.0%+10.4pp | 71.1%+23.3pp |
| Annual return | 7.18% | 47.89%-40.7pp | 32.23%-25.0pp | 48.65%-41.5pp |
| Employer contribution / active EE | $2,828 | $1,357+108.4% | $5,501-48.6% | $2,182+29.6% |
| Participant deferral / active EE | $3,182 | $2,070+53.7% | $4,871-34.7% | $3,356-5.2% |
| Admin fee / account holder | $35 | $56-37.5% | $13,028-99.7% | $70-50.0% |