Filed January 8, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,764 |
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 | $118,147 | $102,661+15.1% | $151,645-22.1% | $66,949+76.5% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -15.09% | -10.81%-4.3pp | 3.34%-18.4pp | 1.57%-16.7pp |
| Employer contribution / active EE | $9,705 | $4,184+132.0% | $6,165+57.4% | $2,545+281.3% |
| Participant deferral / active EE | $0 | $6,645-100.0% | $8,363-100.0% | $4,239-100.0% |
| Admin fee / account holder | $227 | $630-64.0% | $11,614-98.0% | $594-61.8% |