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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 |
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 | $46,688-54.3% | $189,758-88.8% | $69,733-69.4% |
| Participation rate | 86.7% | 61.7%+25.0pp | 79.8%+7.0pp | 62.5%+24.3pp |
| Annual return | 10.62% | 14.35%-3.7pp | 52.62%-42.0pp | 15.22%-4.6pp |
| Employer contribution / active EE | $417 | $1,695-75.4% | $4,767-91.3% | $2,250-81.5% |
| Participant deferral / active EE | $1,885 | $2,143-12.0% | $5,856-67.8% | $3,054-38.3% |
| Admin fee / account holder | $167 | $1,700-90.2% | $20,388-99.2% | $3,102-94.6% |