Filed July 18, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
S B H U LIFE AGENCY INC2 years Service code 49 · EIN 13-2896238 | Other Services | $22,863 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,297 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $22,927 | $45,022-49.1% | $85,240-73.1% | $200,096-88.5% |
| Participation rate | 8.8% | 45.8%-37.0pp | 67.5%-58.7pp | 72.0%-63.2pp |
| Annual return | 16.52% | 21.00%-4.5pp | 66.75%-50.2pp | 34.26%-17.7pp |
| Employer contribution / active EE | $25 | $1,374-98.1% | $2,735-99.1% | $3,038-99.2% |
| Participant deferral / active EE | $232 | $2,682-91.4% | $4,527-94.9% | $5,090-95.4% |
| Admin fee / account holder | $33 | $585-94.4% | $6,165-99.5% | $269-87.9% |