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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $122,103 |
MSI FINANCIAL SERVICES INC.1+ years Filed as: MSI FINANCIAL SERVICES, INC Service code 27 · EIN 13-3175978 | Advisory (Plan) | $35,000 |
BKD, LLP1+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $10,000 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $129,509 | $107,378+20.6% | $108,582+19.3% | $57,658+124.6% |
| Participation rate | 95.6% | 77.1%+18.5pp | 79.6%+16.0pp | 70.2%+25.4pp |
| Annual return | 0.61% | 12.80%-12.2pp | -51.70%+52.3pp | 5.13%-4.5pp |
| Employer contribution / active EE | $5,541 | $1,782+211.0% | $3,758+47.4% | $1,974+180.7% |
| Participant deferral / active EE | $5,534 | $3,221+71.8% | $4,311+28.4% | $3,061+80.8% |
| Admin fee / account holder | $235 | $108+116.4% | $7,645-96.9% | $95+148.4% |