Filed December 8, 2022 (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 | $86,751 |
MULTNOMAH GROUP10+ years Service code 27 · EIN 20-0361079 | Advisory (Plan) | $28,304 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,446 | $62,686-0.4% | $178,540-65.0% | $77,736-19.7% |
| Participation rate | 98.8% | 66.9%+31.9pp | 77.1%+21.7pp | 70.6%+28.2pp |
| Annual return | 13.76% | 16.16%-2.4pp | 27.15%-13.4pp | 31.26%-17.5pp |
| Employer contribution / active EE | $4,124 | $1,914+115.5% | $3,953+4.3% | $2,728+51.2% |
| Participant deferral / active EE | $6,013 | $4,224+42.4% | $6,281-4.3% | $4,651+29.3% |
| Admin fee / account holder | $146 | $386-62.2% | $10,424-98.6% | $433-66.3% |