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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 52-2114207 | Other Services | $16,264 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,340 |
STROTHMAN AND COMPANY1 year Service code 10 · EIN 61-1191655 | Accounting | $5,902 |
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 | $83,596 | $34,634+141.4% | $77,100+8.4% | $64,824+29.0% |
| Participation rate | 96.2% | 49.8%+46.4pp | 67.9%+28.3pp | 71.5%+24.8pp |
| Annual return | -15.37% | -5.31%-10.1pp | 42.35%-57.7pp | 32.84%-48.2pp |
| Employer contribution / active EE | $2,533 | $1,385+82.9% | $2,815-10.0% | $2,507+1.0% |
| Participant deferral / active EE | $7,970 | $2,553+212.2% | $4,430+79.9% | $4,311+84.9% |
| Admin fee / account holder | $26 | $178-85.2% | $5,443-99.5% | $188-85.9% |