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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $187,000 |
Service code 49 · EIN 41-0973005 | Other Services | $58,082 |
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 | $67,297 | $106,264-36.7% | $147,117-54.3% | $77,762-13.5% |
| Participation rate | 90.7% | 78.4%+12.3pp | 82.2%+8.5pp | 70.6%+20.1pp |
| Annual return | 11.94% | 56.94%-45.0pp | 420.54%-408.6pp | 31.27%-19.3pp |
| Employer contribution / active EE | $6,879 | $4,074+68.9% | $4,932+39.5% | $2,728+152.2% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $267 | $334-20.0% | $12,993-97.9% | $433-38.2% |