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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $117,477 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,251 | $51,878+87.5% | $68,368+42.2% | $79,634+22.1% |
| Participation rate | 99.8% | 53.7%+46.1pp | 73.8%+26.0pp | 62.5%+37.3pp |
| Annual return | 9.69% | 137.43%-127.7pp | 292.57%-282.9pp | 36.46%-26.8pp |
| Employer contribution / active EE | $6,306 | $1,931+226.5% | $2,649+138.1% | $2,529+149.3% |
| Participant deferral / active EE | $1,959 | $2,577-24.0% | $4,123-52.5% | $3,835-48.9% |
| Admin fee / account holder | $239 | $942-74.6% | $5,150-95.4% | $1,002-76.1% |