Filed July 28, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $119,167 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $53,143 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,756 | $65,946+40.7% | $81,783+13.4% | $77,671+19.4% |
| Participation rate | 97.9% | 65.8%+32.1pp | 72.4%+25.5pp | 70.6%+27.3pp |
| Annual return | 18.00% | 26.65%-8.7pp | 775.05%-757.0pp | 31.21%-13.2pp |
| Employer contribution / active EE | $9,222 | $2,371+288.9% | $2,913+216.6% | $2,726+238.2% |
| Participant deferral / active EE | $9,743 | $3,507+177.8% | $4,320+125.5% | $4,648+109.6% |
| Admin fee / account holder | $338 | $527-35.9% | $7,380-95.4% | $430-21.6% |