Filed November 29, 2017
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,356 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $31,074 | $50,637-38.6% | $86,582-64.1% | $62,293-50.1% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 17.57% | 20.80%-3.2pp | 965.08%-947.5pp | 28.90%-11.3pp |
| Employer contribution / active EE | $5,536 | $2,075+166.7% | $2,839+94.9% | $2,042+171.1% |
| Participant deferral / active EE | $3,637 | $2,611+39.3% | $3,609+0.8% | $3,169+14.8% |
| Admin fee / account holder | $179 | $413-56.7% | $4,904-96.4% | $479-62.7% |