Filed December 22, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $361,531 |
Service code 49 · EIN 52-2114207 | Other Services | $104,976 |
FORVIS, LLP1 year Filed as: FORVIS Service code 10 · EIN 44-0160260 | Accounting | $12,688 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC 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 | $77,016 | $45,000+71.1% | $143,799-46.4% | $77,906-1.1% |
| Participation rate | 96.6% | 66.8%+29.8pp | 80.3%+16.3pp | 73.7%+22.9pp |
| Annual return | -13.47% | 29.03%-42.5pp | -0.04%-13.4pp | 12.16%-25.6pp |
| Employer contribution / active EE | $3,348 | $1,870+79.1% | $4,952-32.4% | $2,846+17.6% |
| Participant deferral / active EE | $4,250 | $3,157+34.7% | $5,638-24.6% | $4,805-11.5% |
| Admin fee / account holder | $178 | $98+81.1% | $14,677-98.8% | $133+34.5% |