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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,000 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,881 | $50,637+61.7% | $86,582-5.4% | $62,293+31.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 9.04% | 20.80%-11.8pp | 965.08%-956.0pp | 28.90%-19.9pp |
| Employer contribution / active EE | $5,635 | $2,075+171.5% | $2,839+98.5% | $2,042+175.9% |
| Participant deferral / active EE | $1,956 | $2,611-25.1% | $3,609-45.8% | $3,169-38.3% |
| Admin fee / account holder | $3 | $413-99.2% | $4,904-99.9% | $479-99.3% |