Filed November 2, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $97,397 |
MORNINGSTAR1 year 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 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,546 | $46,332-19.0% | $143,797-73.9% | $64,824-42.1% |
| Participation rate | 96.6% | 64.2%+32.3pp | 80.3%+16.3pp | 71.5%+25.1pp |
| Annual return | -14.31% | -10.05%-4.3pp | -0.04%-14.3pp | 32.84%-47.2pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $5,865 | $2,647+121.5% | $5,638+4.0% | $4,311+36.0% |
| Admin fee / account holder | $100 | $154-35.1% | $14,679-99.3% | $188-46.8% |