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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 52-2114207 | Other Services | $17,366 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,327 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,405 | $45,109+149.2% | $85,240+31.9% | $77,762+44.6% |
| Participation rate | 97.7% | 48.7%+49.0pp | 67.5%+30.2pp | 70.6%+27.1pp |
| Annual return | 26.58% | 79.55%-53.0pp | 66.75%-40.2pp | 31.27%-4.7pp |
| Employer contribution / active EE | $2,727 | $1,602+70.3% | $2,735-0.3% | $2,7280% |
| Participant deferral / active EE | $8,297 | $2,814+194.9% | $4,527+83.3% | $4,651+78.4% |
| Admin fee / account holder | $28 | $915-97.0% | $6,165-99.5% | $433-93.6% |