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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $21,576 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,443 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,849 | $73,884+23.0% | $95,960-5.3% | - |
| Participation rate | 94.9% | 80.0%+15.0pp | 77.1%+17.9pp | - |
| Annual return | 11.80% | 11.13%+0.7pp | 91.63%-79.8pp | - |
| Employer contribution / active EE | $2,423 | $1,782+36.0% | $2,541-4.7% | - |
| Participant deferral / active EE | $5,259 | $3,914+34.4% | $4,167+26.2% | - |
| Admin fee / account holder | $38 | $4,316-99.1% | $6,797-99.4% | - |