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 | $67,594+176.0% | $77,361+141.1% | $69,733+167.5% |
| Participation rate | 97.4% | 71.7%+25.7pp | 75.0%+22.4pp | 62.5%+35.0pp |
| Annual return | 12.69% | 19.20%-6.5pp | 1011.54%-998.8pp | 15.22%-2.5pp |
| Employer contribution / active EE | $5,156 | $2,649+94.6% | $2,990+72.4% | $2,250+129.1% |
| Participant deferral / active EE | $11,188 | $3,401+228.9% | $3,911+186.1% | $3,054+266.3% |
| Admin fee / account holder | $234 | $1,159-79.9% | $5,894-96.0% | $3,102-92.5% |