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 | $65,960+40.6% | $81,882+13.3% | $77,762+19.3% |
| Participation rate | 97.9% | 65.8%+32.1pp | 72.4%+25.5pp | 70.6%+27.3pp |
| Annual return | 18.00% | 26.64%-8.6pp | 779.47%-761.5pp | 31.27%-13.3pp |
| Employer contribution / active EE | $9,222 | $2,375+288.3% | $2,916+216.3% | $2,728+238.0% |
| Participant deferral / active EE | $9,743 | $3,505+177.9% | $4,323+125.4% | $4,651+109.5% |
| Admin fee / account holder | $338 | $526-35.9% | $7,360-95.4% | $433-22.0% |