Filed June 25, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,030 |
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 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,926 | $129,021-62.1% | $184,203-73.4% | $77,643-37.0% |
| Participation rate | 97.3% | 87.3%+10.0pp | 86.8%+10.5pp | 70.6%+26.7pp |
| Annual return | 13.14% | 33.27%-20.1pp | 28.81%-15.7pp | 31.24%-18.1pp |
| Employer contribution / active EE | $1,733 | $4,413-60.7% | $6,427-73.0% | $2,726-36.4% |
| Participant deferral / active EE | $5,263 | $7,297-27.9% | $9,131-42.4% | $4,647+13.2% |
| Admin fee / account holder | $112 | $254-55.8% | $13,901-99.2% | $430-73.9% |