Filed January 2, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $131,172 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $49,616 |
7G DISTRIBUTING, LLC3 years Service code 10 · EIN 27-2050486 | Accounting | $11,355 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,737 | $88,203+48.2% | $165,100-20.8% | $74,478+75.5% |
| Participation rate | 98.5% | 73.1%+25.4pp | 78.6%+19.9pp | 67.2%+31.3pp |
| Annual return | 13.02% | 17.13%-4.1pp | 70.21%-57.2pp | 1370.56%-1357.5pp |
| Employer contribution / active EE | $2,077 | $2,601-20.1% | $4,348-52.2% | $2,626-20.9% |
| Participant deferral / active EE | $5,156 | $4,505+14.4% | $6,035-14.6% | $4,350+18.5% |
| Admin fee / account holder | $563 | $2,235-74.8% | $12,696-95.6% | $1,946-71.1% |