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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,165 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $58,404 | $101,591-42.5% | $147,096-60.3% | $74,429-21.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 10.50% | 8746.45%-8735.9pp | 419.75%-409.2pp | 1368.38%-1357.9pp |
| Employer contribution / active EE | $2,652 | $3,813-30.4% | $4,936-46.3% | $2,625+1.0% |
| Participant deferral / active EE | $4,761 | $7,302-34.8% | $8,071-41.0% | $4,348+9.5% |
| Admin fee / account holder | $203 | $1,750-88.4% | $13,005-98.4% | $1,944-89.6% |