Filed June 26, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,619 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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 | $112,885 | $60,795+85.7% | $69,483+62.5% | $65,186+73.2% |
| Participation rate | 99.2% | 74.9%+24.3pp | 74.6%+24.6pp | 70.2%+29.0pp |
| Annual return | 6.44% | 17.46%-11.0pp | 28.99%-22.5pp | 29.39%-22.9pp |
| Employer contribution / active EE | $5,147 | $2,452+109.9% | $2,780+85.2% | $2,177+136.4% |
| Participant deferral / active EE | $8,967 | $3,162+183.6% | $3,537+153.6% | $3,514+155.2% |
| Admin fee / account holder | $155 | $314-50.7% | $3,841-96.0% | $847-81.7% |