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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $11,206 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,847 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,955 | $83,681-26.0% | $82,312-24.7% | - |
| Participation rate | 91.9% | 75.1%+16.8pp | 76.9%+15.0pp | - |
| Annual return | 18.78% | 13.76%+5.0pp | 25.88%-7.1pp | - |
| Employer contribution / active EE | $2,010 | $1,471+36.7% | $2,428-17.2% | - |
| Participant deferral / active EE | $4,801 | $2,851+68.4% | $3,706+29.5% | - |
| Admin fee / account holder | $24 | $3,032-99.2% | $5,608-99.6% | - |