Filed June 26, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40,630 |
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 | $186,536 | $64,705+188.3% | $62,929+196.4% | $67,986+174.4% |
| Participation rate | 97.4% | 65.6%+31.8pp | 73.1%+24.3pp | 57.2%+40.2pp |
| Annual return | 12.69% | 20.31%-7.6pp | 1063.93%-1051.2pp | 31.67%-19.0pp |
| Employer contribution / active EE | $5,156 | $2,376+117.0% | $2,505+105.8% | $2,019+155.4% |
| Participant deferral / active EE | $11,188 | $3,198+249.8% | $3,888+187.7% | $3,358+233.2% |
| Admin fee / account holder | $234 | $1,428-83.6% | $5,065-95.4% | $3,203-92.7% |