Filed June 26, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,293 |
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 | $135,881 | $65,582+107.2% | $64,097+112.0% | $71,529+90.0% |
| Participation rate | 99.2% | 73.2%+26.0pp | 72.3%+26.8pp | 67.9%+31.2pp |
| Annual return | 12.77% | 18.96%-6.2pp | 33.75%-21.0pp | 28.97%-16.2pp |
| Employer contribution / active EE | $4,985 | $2,671+86.6% | $2,750+81.3% | $2,590+92.5% |
| Participant deferral / active EE | $9,787 | $3,628+169.8% | $3,881+152.2% | $4,291+128.1% |
| Admin fee / account holder | $186 | $616-69.8% | $3,070-93.9% | $1,588-88.3% |