Filed January 2, 2019
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $120,190 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $55,050 |
7G DISTRIBUTING, LLC4 years Service code 10 · EIN 27-2050486 | Accounting | $14,500 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,416 | $96,484+50.7% | $156,263-6.9% | $74,304+95.7% |
| Participation rate | 100.0% | 67.7%+32.3pp | 78.9%+21.1pp | 60.3%+39.7pp |
| Annual return | 14.30% | 17.73%-3.4pp | 59.47%-45.2pp | 29.43%-15.1pp |
| Employer contribution / active EE | $2,194 | $2,528-13.2% | $4,333-49.4% | $2,241-2.1% |
| Participant deferral / active EE | $5,701 | $4,286+33.0% | $6,158-7.4% | $3,767+51.3% |
| Admin fee / account holder | $546 | $3,728-85.3% | $14,255-96.2% | $2,969-81.6% |