Filed January 30, 2023 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,705 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,494 | $68,413+10.3% | $123,104-38.7% | $55,191+36.8% |
| Participation rate | 93.9% | 84.5%+9.4pp | 86.8%+7.1pp | 69.2%+24.7pp |
| Annual return | 2.19% | 6.30%-4.1pp | 13.22%-11.0pp | 10.78%-8.6pp |
| Employer contribution / active EE | $1,979 | $3,050-35.1% | $5,151-61.6% | $1,899+4.2% |
| Participant deferral / active EE | $3,768 | $4,490-16.1% | $6,230-39.5% | $3,046+23.7% |
| Admin fee / account holder | $14 | $88-84.4% | $9,015-99.8% | $91-84.9% |