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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,727 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,737 | $58,311+12.7% | $81,882-19.7% | $80,959-18.8% |
| Participation rate | 85.3% | 63.5%+21.8pp | 72.4%+12.9pp | 67.7%+17.6pp |
| Annual return | 9.00% | 41.85%-32.8pp | 779.47%-770.5pp | 35.67%-26.7pp |
| Employer contribution / active EE | $55 | $2,347-97.6% | $2,916-98.1% | $2,757-98.0% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $264 | $4,752-94.4% | $7,360-96.4% | $6,925-96.2% |