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 | $65,084+186.6% | $67,681+175.6% | $64,340+189.9% |
| Participation rate | 97.4% | 66.7%+30.7pp | 73.7%+23.7pp | 55.2%+42.2pp |
| Annual return | 12.69% | 20.50%-7.8pp | 590.58%-577.9pp | 24.14%-11.5pp |
| Employer contribution / active EE | $5,156 | $2,398+114.9% | $2,678+92.5% | $1,862+176.9% |
| Participant deferral / active EE | $11,188 | $3,210+248.5% | $3,976+181.4% | $2,980+275.4% |
| Admin fee / account holder | $234 | $1,415-83.5% | $6,100-96.2% | $3,703-93.7% |