Filed April 24, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,830 |
Filed as: VOYA FINANCIAL ADVISORS INC Service code 49 · EIN 41-0945505 | Other Services | $21,812 |
WILSHIRE ASSOCIATES INCORPORATED1+ 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 | $16,872 | $37,117-54.5% | $147,618-88.6% | $55,191-69.4% |
| Participation rate | 98.5% | 63.6%+34.9pp | 84.6%+13.9pp | 69.2%+29.3pp |
| Annual return | -1.88% | 3.44%-5.3pp | 61.98%-63.9pp | 10.78%-12.7pp |
| Employer contribution / active EE | $1,304 | $1,620-19.5% | $5,565-76.6% | $1,899-31.3% |
| Participant deferral / active EE | $1,641 | $1,985-17.4% | $4,895-66.5% | $3,046-46.1% |
| Admin fee / account holder | $82 | $86-3.7% | $11,612-99.3% | $91-9.2% |