Filed January 8, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,656 |
WILSHIRE ASSOCIATES INCORPORATED7+ years 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 | $137,291 | $121,341+13.1% | $189,537-27.6% | $79,391+72.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 14.90% | 21.08%-6.2pp | 555.34%-540.4pp | 116.88%-102.0pp |
| Employer contribution / active EE | $8,385 | $3,915+114.2% | $6,161+36.1% | $2,428+245.4% |
| Participant deferral / active EE | $0 | $6,395-100.0% | $8,220-100.0% | $4,046-100.0% |
| Admin fee / account holder | $246 | $651-62.2% | $12,048-98.0% | $627-60.7% |