Filed June 26, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,192 |
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 | $121,640 | $60,989+99.4% | $60,919+99.7% | $66,949+81.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 73.1%+26.9pp | 69.8%+30.2pp |
| Annual return | -14.12% | -9.60%-4.5pp | 16.96%-31.1pp | 1.57%-15.7pp |
| Employer contribution / active EE | $5,251 | $2,661+97.4% | $2,704+94.2% | $2,545+106.3% |
| Participant deferral / active EE | $9,772 | $3,615+170.3% | $3,814+156.2% | $4,239+130.5% |
| Admin fee / account holder | $210 | $338-38.0% | $3,228-93.5% | $594-64.6% |