Filed June 26, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,779 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $104,988 | $55,002+90.9% | $59,899+75.3% | $56,289+86.5% |
| Participation rate | 97.6% | 75.9%+21.6pp | 74.7%+22.9pp | 69.9%+27.7pp |
| Annual return | 9.45% | 1.13%+8.3pp | 3.46%+6.0pp | -9.96%+19.4pp |
| Employer contribution / active EE | $4,929 | $2,448+101.4% | $2,723+81.0% | $2,111+133.5% |
| Participant deferral / active EE | $8,198 | $3,121+162.7% | $3,402+140.9% | $3,350+144.7% |
| Admin fee / account holder | $142 | $236-39.6% | $3,592-96.0% | $521-72.7% |