Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $106,247-36.7% | $147,096-54.2% | $77,714-13.4% |
| Participation rate | 90.7% | 78.4%+12.3pp | 82.2%+8.5pp | 70.6%+20.1pp |
| Annual return | 11.94% | 56.87%-44.9pp | 419.75%-407.8pp | 31.26%-19.3pp |
| Employer contribution / active EE | $6,879 | $4,069+69.1% | $4,936+39.4% | $2,727+152.3% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $267 | $338-20.9% | $13,005-97.9% | $433-38.3% |