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 | $86,858 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $77,610 |
BKD, LLP3 years Filed as: BKD Service code 10 · EIN 44-0160260 | Accounting | $11,645 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $75,452 | $47,456+59.0% | $172,752-56.3% | $77,775-3.0% |
| Participation rate | 96.3% | 66.3%+30.0pp | 82.6%+13.6pp | 73.2%+23.1pp |
| Annual return | 20.05% | 35.57%-15.5pp | 802.97%-782.9pp | 32.58%-12.5pp |
| Employer contribution / active EE | $3,066 | $1,574+94.8% | $5,144-40.4% | $2,504+22.5% |
| Participant deferral / active EE | $3,690 | $2,560+44.2% | $5,198-29.0% | $3,966-7.0% |
| Admin fee / account holder | $41 | $81-49.4% | $13,955-99.7% | $100-59.2% |