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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 52-2114207 | Other Services | $19,731 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,918 |
ORR PROTECTION SYSTEMS, INC.1 year Service code 24 · EIN 61-1011484 | Discretionary Trustee | $13,500 |
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 | $120,833 | $36,595+230.2% | $88,179+37.0% | $71,012+70.2% |
| Participation rate | 96.8% | 29.2%+67.6pp | 69.1%+27.7pp | 58.6%+38.3pp |
| Annual return | 12.33% | 61.46%-49.1pp | 64.97%-52.6pp | 37.67%-25.3pp |
| Employer contribution / active EE | $2,820 | $787+258.5% | $2,549+10.6% | $2,348+20.1% |
| Participant deferral / active EE | $8,703 | $1,195+628.5% | $4,614+88.6% | $3,246+168.1% |
| Admin fee / account holder | $34 | $2,755-98.8% | $7,673-99.6% | $1,167-97.1% |