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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,948 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $14,596 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,399 | $65,322-55.0% | $70,476-58.3% | $73,493-60.0% |
| Participation rate | 68.3% | 77.0%-8.7pp | 75.1%-6.8pp | 70.7%-2.4pp |
| Annual return | 23.39% | 15.71%+7.7pp | 109.12%-85.7pp | 28.51%-5.1pp |
| Employer contribution / active EE | $2,585 | $2,460+5.1% | $2,738-5.6% | $2,270+13.9% |
| Participant deferral / active EE | $4,383 | $3,375+29.9% | $3,710+18.1% | $3,740+17.2% |
| Admin fee / account holder | $190 | $214-11.2% | $3,847-95.1% | $513-62.9% |