Filed June 26, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,828 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,763 | $52,467+67.3% | $57,196+53.4% | $55,167+59.1% |
| Participation rate | 97.3% | 75.8%+21.5pp | 75.3%+22.0pp | 69.0%+28.3pp |
| Annual return | 3.12% | 7.72%-4.6pp | 14.59%-11.5pp | 169.23%-166.1pp |
| Employer contribution / active EE | $4,083 | $2,477+64.8% | $2,683+52.2% | $1,963+108.0% |
| Participant deferral / active EE | $8,822 | $2,830+211.7% | $3,096+184.9% | $3,054+188.8% |
| Admin fee / account holder | $113 | $269-58.0% | $3,141-96.4% | $504-77.6% |