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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 | $45,343-52.9% | $150,298-85.8% | $67,986-68.6% |
| Participation rate | 86.7% | 51.9%+34.9pp | 77.8%+9.0pp | 57.2%+29.5pp |
| Annual return | 10.62% | 33.28%-22.7pp | 62.79%-52.2pp | 31.67%-21.0pp |
| Employer contribution / active EE | $417 | $1,462-71.5% | $4,154-90.0% | $2,019-79.3% |
| Participant deferral / active EE | $1,885 | $2,055-8.3% | $5,453-65.4% | $3,358-43.9% |
| Admin fee / account holder | $167 | $2,250-92.6% | $14,116-98.8% | $3,203-94.8% |