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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $202,191 |
Filed as: MML INVESTORS SERVICES, LLC Service code 28 · EIN 04-1590850 | Investment Management | $35,000 |
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN Service code 10 · EIN 56-0747981 | Accounting | $10,000 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $122,429 | $71,666+70.8% | $117,860+3.9% | $69,631+75.8% |
| Participation rate | 98.1% | 77.5%+20.5pp | 79.7%+18.4pp | 70.7%+27.4pp |
| Annual return | 20.34% | 18.86%+1.5pp | 335.10%-314.8pp | 27571.02%-27550.7pp |
| Employer contribution / active EE | $4,982 | $1,889+163.8% | $3,786+31.6% | $2,032+145.2% |
| Participant deferral / active EE | $4,965 | $3,340+48.7% | $4,482+10.8% | $3,224+54.0% |
| Admin fee / account holder | $297 | $120+146.8% | $8,021-96.3% | $110+168.8% |