Filed January 2, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $20,960 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,278 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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 | $85,894 | $66,302+29.5% | $110,243-22.1% | $56,289+52.6% |
| Participation rate | 98.4% | 74.9%+23.5pp | 79.8%+18.6pp | 69.9%+28.6pp |
| Annual return | -6.55% | -1.18%-5.4pp | 314.76%-321.3pp | -9.96%+3.4pp |
| Employer contribution / active EE | $1,658 | $2,047-19.0% | $3,827-56.7% | $2,111-21.5% |
| Participant deferral / active EE | $3,958 | $3,381+17.0% | $4,672-15.3% | $3,350+18.1% |
| Admin fee / account holder | $11 | $698-98.4% | $8,548-99.9% | $521-97.9% |