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 | $36,904+4.3% | $158,223-75.7% | $65,191-40.9% |
| Participation rate | 29.3% | 62.1%-32.8pp | 79.2%-49.9pp | 63.0%-33.7pp |
| Annual return | 17.78% | 24.43%-6.6pp | 52.09%-34.3pp | 51.24%-33.5pp |
| Employer contribution / active EE | $0 | $1,489-100.0% | $4,109-100.0% | $2,400-100.0% |
| Participant deferral / active EE | $2,581 | $1,936+33.3% | $5,467-52.8% | $2,671-3.4% |
| Admin fee / account holder | $228 | $793-71.2% | $16,047-98.6% | $907-74.8% |