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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $152,598 |
Service code 49 · EIN 41-0973005 | Other Services | $49,548 |
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 | $61,646 | $95,438-35.4% | $135,998-54.7% | $74,478-17.2% |
| Participation rate | 92.1% | 78.2%+13.9pp | 81.9%+10.1pp | 70.7%+21.3pp |
| Annual return | 9.34% | 32.61%-23.3pp | 68.37%-59.0pp | 34.37%-25.0pp |
| Employer contribution / active EE | $5,917 | $3,878+52.6% | $4,860+21.8% | $2,637+124.4% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,761-100.0% | $4,530-100.0% |
| Admin fee / account holder | $229 | $259-11.5% | $10,769-97.9% | $347-34.0% |