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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES, INC Service code 49 · EIN 42-0941553 | Other Services | $27,858 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,497 |
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 | $111,761 | $79,223+41.1% | $102,460+9.1% | $74,478+50.1% |
| Participation rate | 91.1% | 74.8%+16.3pp | 76.5%+14.6pp | 67.2%+23.9pp |
| Annual return | 8.85% | 54.98%-46.1pp | 29.47%-20.6pp | 1370.56%-1361.7pp |
| Employer contribution / active EE | $2,707 | $2,363+14.6% | $3,025-10.5% | $2,626+3.1% |
| Participant deferral / active EE | $5,424 | $4,417+22.8% | $5,056+7.3% | $4,350+24.7% |
| Admin fee / account holder | $59 | $2,003-97.1% | $9,460-99.4% | $1,946-97.0% |