Filed November 2, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $84,819 |
MORNINGSTAR3 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,969 | $50,820-35.1% | $155,567-78.8% | $77,671-57.6% |
| Participation rate | 92.4% | 63.1%+29.3pp | 78.2%+14.2pp | 70.6%+21.8pp |
| Annual return | 12.01% | 34.85%-22.8pp | 64.74%-52.7pp | 31.21%-19.2pp |
| Employer contribution / active EE | $5,468 | $1,993+174.4% | $4,674+17.0% | $2,726+100.5% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $5,628-100.0% | $4,648-100.0% |
| Admin fee / account holder | $100 | $436-77.1% | $15,916-99.4% | $430-76.8% |