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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $161,646 |
Service code 49 · EIN 41-0973005 | Other Services | $56,185 |
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 | $56,128 | $82,163-31.7% | $125,381-55.2% | $64,819-13.4% |
| Participation rate | 91.8% | 77.9%+13.9pp | 82.4%+9.4pp | 71.5%+20.3pp |
| Annual return | -13.27% | 3.49%-16.8pp | 572.31%-585.6pp | 32.84%-46.1pp |
| Employer contribution / active EE | $5,835 | $3,616+61.4% | $4,815+21.2% | $2,507+132.8% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $247 | $163+51.2% | $10,007-97.5% | $188+31.4% |