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 | $68,224 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $35,207 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,991 | $51,197+19.1% | $82,719-26.3% | $66,914-8.9% |
| Participation rate | 97.7% | 67.8%+29.9pp | 72.6%+25.1pp | 69.8%+27.9pp |
| Annual return | -15.80% | -9.64%-6.2pp | 701.18%-717.0pp | 1.58%-17.4pp |
| Employer contribution / active EE | $8,066 | $2,611+209.0% | $3,009+168.1% | $2,544+217.0% |
| Participant deferral / active EE | $8,612 | $3,458+149.0% | $4,395+95.9% | $4,237+103.3% |
| Admin fee / account holder | $239 | $416-42.4% | $5,329-95.5% | $593-59.6% |