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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,074 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,181 | $61,356-65.5% | $149,696-85.9% | $71,511-70.4% |
| Participation rate | 78.0% | 62.5%+15.5pp | 78.8%-0.8pp | 67.9%+10.1pp |
| Annual return | 12.11% | 35.86%-23.8pp | 134.46%-122.3pp | 28.86%-16.7pp |
| Employer contribution / active EE | $353 | $2,382-85.2% | $4,821-92.7% | $2,589-86.3% |
| Participant deferral / active EE | $1,651 | $2,920-43.5% | $5,682-70.9% | $4,291-61.5% |
| Admin fee / account holder | $136 | $1,263-89.3% | $13,212-99.0% | $1,588-91.5% |