Filed December 22, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $388,784 |
Service code 49 · EIN 52-2114207 | Other Services | $97,750 |
FORVIS, LLP2 years Filed as: FORVIS Service code 10 · EIN 44-0160260 | Accounting | $12,202 |
MORNINGSTAR2 years 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 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,225 | $50,151+67.9% | $149,696-43.7% | $80,157+5.1% |
| Participation rate | 95.7% | 64.3%+31.4pp | 78.8%+16.9pp | 72.9%+22.7pp |
| Annual return | 15.31% | 29.80%-14.5pp | 134.46%-119.1pp | 40.39%-25.1pp |
| Employer contribution / active EE | $3,593 | $1,867+92.5% | $4,821-25.5% | $2,977+20.7% |
| Participant deferral / active EE | $4,230 | $3,194+32.4% | $5,682-25.6% | $5,015-15.7% |
| Admin fee / account holder | $182 | $153+19.5% | $13,212-98.6% | $145+25.9% |