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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $65,613 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,366 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $12,429 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,370 | $101,539+153.5% | $147,041+75.0% | $74,400+245.9% |
| Participation rate | 97.4% | 75.5%+21.9pp | 82.2%+15.3pp | 67.2%+30.2pp |
| Annual return | 11.91% | 8740.84%-8728.9pp | 419.21%-407.3pp | 1367.51%-1355.6pp |
| Employer contribution / active EE | $7,756 | $3,811+103.5% | $4,935+57.2% | $2,624+195.5% |
| Participant deferral / active EE | $10,993 | $7,304+50.5% | $8,071+36.2% | $4,348+152.8% |
| Admin fee / account holder | $202 | $1,749-88.4% | $13,006-98.4% | $1,944-89.6% |