Filed June 26, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40,630 |
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 | $186,536 | $65,072+186.7% | $66,439+180.8% | $65,306+185.6% |
| Participation rate | 97.4% | 69.1%+28.4pp | 74.5%+22.9pp | 57.7%+39.7pp |
| Annual return | 12.69% | 21.50%-8.8pp | 757.66%-745.0pp | 21.94%-9.2pp |
| Employer contribution / active EE | $5,156 | $2,475+108.3% | $2,637+95.5% | $1,967+162.1% |
| Participant deferral / active EE | $11,188 | $3,234+245.9% | $3,876+188.6% | $2,959+278.1% |
| Admin fee / account holder | $234 | $1,323-82.4% | $6,173-96.2% | $3,480-93.3% |