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 | $94,755 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $55,744 |
BKD, LLP4 years Filed as: BKD Service code 10 · EIN 44-0160260 | Accounting | $11,908 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,375 | $56,095+52.2% | $178,499-52.2% | $90,274-5.4% |
| Participation rate | 95.8% | 65.6%+30.3pp | 81.9%+13.9pp | 73.4%+22.5pp |
| Annual return | 15.25% | 28.81%-13.6pp | 151.10%-135.9pp | 53.97%-38.7pp |
| Employer contribution / active EE | $3,184 | $1,572+102.5% | $5,011-36.5% | $2,523+26.2% |
| Participant deferral / active EE | $3,665 | $2,669+37.3% | $5,202-29.5% | $4,231-13.4% |
| Admin fee / account holder | $29 | $101-71.0% | $13,986-99.8% | $114-74.4% |