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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,764 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,348 | $49,915-57.2% | $154,803-86.2% | $74,304-71.3% |
| Participation rate | 86.7% | 54.0%+32.8pp | 78.1%+8.7pp | 60.3%+26.4pp |
| Annual return | 10.62% | 34.06%-23.4pp | 58.88%-48.3pp | 29.43%-18.8pp |
| Employer contribution / active EE | $417 | $1,611-74.1% | $4,305-90.3% | $2,241-81.4% |
| Participant deferral / active EE | $1,885 | $2,255-16.4% | $5,540-66.0% | $3,767-50.0% |
| Admin fee / account holder | $167 | $2,189-92.4% | $14,329-98.8% | $2,969-94.4% |