Filed November 29, 2017
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,499 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,400 | $43,423-48.4% | $78,676-71.5% | $55,167-59.4% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 49.61% | 11.53%+38.1pp | 62.19%-12.6pp | 169.23%-119.6pp |
| Employer contribution / active EE | $5,734 | $1,997+187.2% | $2,850+101.2% | $1,963+192.2% |
| Participant deferral / active EE | $3,643 | $2,509+45.2% | $3,517+3.6% | $3,054+19.3% |
| Admin fee / account holder | $118 | $416-71.5% | $4,510-97.4% | $504-76.5% |