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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,991 | $51,226+19.1% | $82,744-26.3% | $66,938-8.9% |
| Participation rate | 97.7% | 67.9%+29.8pp | 72.6%+25.1pp | 69.8%+27.9pp |
| Annual return | -15.80% | -9.61%-6.2pp | 702.22%-718.0pp | 1.58%-17.4pp |
| Employer contribution / active EE | $8,066 | $2,612+208.8% | $3,008+168.2% | $2,545+216.9% |
| Participant deferral / active EE | $8,612 | $3,460+148.9% | $4,395+96.0% | $4,238+103.2% |
| Admin fee / account holder | $239 | $416-42.4% | $5,325-95.5% | $594-59.7% |