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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,782 |
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 | $24,234 | $55,446-56.3% | $155,574-84.4% | $74,429-67.4% |
| Participation rate | 84.3% | 61.9%+22.4pp | 78.2%+6.1pp | 67.2%+17.1pp |
| Annual return | 15.61% | 269.20%-253.6pp | 64.87%-49.3pp | 1368.38%-1352.8pp |
| Employer contribution / active EE | $410 | $2,266-81.9% | $4,676-91.2% | $2,625-84.4% |
| Participant deferral / active EE | $1,687 | $2,836-40.5% | $5,629-70.0% | $4,348-61.2% |
| Admin fee / account holder | $171 | $1,743-90.2% | $15,914-98.9% | $1,944-91.2% |