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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.
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 | $21,348 | $43,496-50.9% | $161,489-86.8% | $64,340-66.8% |
| Participation rate | 86.7% | 53.5%+33.2pp | 78.7%+8.1pp | 55.2%+31.5pp |
| Annual return | 10.62% | 20.76%-10.1pp | 89.72%-79.1pp | 24.14%-13.5pp |
| Employer contribution / active EE | $417 | $1,431-70.9% | $4,268-90.2% | $1,862-77.6% |
| Participant deferral / active EE | $1,885 | $1,996-5.5% | $5,630-66.5% | $2,980-36.7% |
| Admin fee / account holder | $167 | $2,330-92.8% | $16,006-99.0% | $3,703-95.5% |