Filed December 14, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,080 |
Filed as: PRINCIPAL SECURITIES Service code 49 | Other Services | $13,657 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,501 | $42,909-10.3% | $152,093-74.7% | $71,012-45.8% |
| Participation rate | 29.3% | 54.7%-25.3pp | 77.8%-48.4pp | 58.6%-29.2pp |
| Annual return | 17.78% | 30.57%-12.8pp | 66.36%-48.6pp | 37.67%-19.9pp |
| Employer contribution / active EE | $0 | $1,369-100.0% | $4,175-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $2,581 | $1,904+35.6% | $5,451-52.7% | $3,246-20.5% |
| Admin fee / account holder | $228 | $1,014-77.5% | $14,497-98.4% | $1,167-80.4% |