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 | $72,894 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,744 |
BKD, LLP1 year Filed as: BKD Service code 10 · EIN 44-0160260 | Accounting | $10,128 |
MORNINGSTAR2 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 | $65,275 | $44,989+45.1% | $170,435-61.7% | $77,958-16.3% |
| Participation rate | 91.8% | 64.6%+27.2pp | 83.6%+8.2pp | 71.6%+20.1pp |
| Annual return | 15.69% | 19.61%-3.9pp | 205.94%-190.3pp | 20.87%-5.2pp |
| Employer contribution / active EE | $2,471 | $1,466+68.5% | $5,432-54.5% | $2,310+6.9% |
| Participant deferral / active EE | $2,971 | $2,208+34.6% | $4,939-39.8% | $3,537-16.0% |
| Admin fee / account holder | $32 | $69-53.7% | $13,881-99.8% | $97-67.2% |