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 | $50,919-35.3% | $155,556-78.8% | $77,762-57.6% |
| Participation rate | 92.4% | 63.1%+29.3pp | 78.2%+14.2pp | 70.6%+21.8pp |
| Annual return | 12.01% | 34.84%-22.8pp | 64.84%-52.8pp | 31.27%-19.3pp |
| Employer contribution / active EE | $5,468 | $1,991+174.5% | $4,675+16.9% | $2,728+100.4% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $5,631-100.0% | $4,651-100.0% |
| Admin fee / account holder | $100 | $437-77.2% | $15,885-99.4% | $433-77.0% |