Filed June 26, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,268 |
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 | $165,716 | $69,774+137.5% | $67,561+145.3% | $74,429+122.7% |
| Participation rate | 96.6% | 71.4%+25.3pp | 72.9%+23.7pp | 67.2%+29.4pp |
| Annual return | 16.46% | -40.53%+57.0pp | 3525.44%-3509.0pp | 1368.38%-1351.9pp |
| Employer contribution / active EE | $5,271 | $2,710+94.5% | $2,735+92.7% | $2,625+100.8% |
| Participant deferral / active EE | $10,440 | $3,636+187.1% | $4,003+160.8% | $4,348+140.1% |
| Admin fee / account holder | $208 | $890-76.6% | $4,006-94.8% | $1,944-89.3% |