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 | $20,431 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,395 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,632 | $86,332+22.4% | $125,175-15.6% | $65,185+62.1% |
| Participation rate | 99.0% | 75.3%+23.6pp | 79.8%+19.2pp | 70.2%+28.8pp |
| Annual return | 23.53% | 27.43%-3.9pp | 43.79%-20.3pp | 29.38%-5.9pp |
| Employer contribution / active EE | $1,655 | $2,040-18.8% | $3,865-57.2% | $2,177-24.0% |
| Participant deferral / active EE | $3,948 | $3,537+11.6% | $4,937-20.0% | $3,514+12.4% |
| Admin fee / account holder | $11 | $609-98.2% | $9,702-99.9% | $847-98.7% |