Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 52-2114207 | Other Services | $14,785 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,642 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $97,112 | $40,435+140.2% | $80,648+20.4% | $74,473+30.4% |
| Participation rate | 98.5% | 47.4%+51.1pp | 67.0%+31.5pp | 70.7%+27.8pp |
| Annual return | 13.11% | 165.22%-152.1pp | 937.21%-924.1pp | 34.36%-21.2pp |
| Employer contribution / active EE | $2,443 | $1,498+63.1% | $2,724-10.3% | $2,638-7.4% |
| Participant deferral / active EE | $7,891 | $2,673+195.2% | $4,443+77.6% | $4,530+74.2% |
| Admin fee / account holder | $29 | $721-95.9% | $5,382-99.5% | $347-91.5% |