Filed April 24, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $52,067 |
Filed as: VOYA FINANCIAL ADVISORS INC Service code 49 · EIN 41-0945505 | Other Services | $26,574 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $23,245 | $46,173-49.7% | $170,435-86.4% | $69,631-66.6% |
| Participation rate | 98.0% | 63.9%+34.1pp | 83.6%+14.4pp | 70.7%+27.3pp |
| Annual return | 17.40% | 21.62%-4.2pp | 205.94%-188.5pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $1,308 | $1,610-18.7% | $5,432-75.9% | $2,032-35.6% |
| Participant deferral / active EE | $1,811 | $2,080-13.0% | $4,939-63.3% | $3,224-43.8% |
| Admin fee / account holder | $98 | $116-15.9% | $13,881-99.3% | $110-11.7% |