Filed April 24, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,730 |
Filed as: VOYA FINANCIAL ADVISORS INC Service code 49 · EIN 41-0945505 | Other Services | $35,013 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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 | $31,052 | $52,293-40.6% | $178,498-82.6% | $73,412-57.7% |
| Participation rate | 97.8% | 65.3%+32.5pp | 81.9%+15.9pp | 72.2%+25.6pp |
| Annual return | 15.79% | 34.75%-19.0pp | 151.09%-135.3pp | 59.30%-43.5pp |
| Employer contribution / active EE | $1,539 | $1,735-11.3% | $5,011-69.3% | $2,234-31.1% |
| Participant deferral / active EE | $2,505 | $2,332+7.4% | $5,202-51.8% | $3,806-34.2% |
| Admin fee / account holder | $80 | $127-37.5% | $13,985-99.4% | $158-49.6% |