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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,989 |
Filed as: SIGNATOR INVESTORS INC Service code 49 | Other Services | $22,245 |
Service code 28 · EIN 13-5570651 | Investment Management | $0 |
Filed as: SIGNATOR INVESTORS Service code 49 · EIN 04-2442399 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Filed as: WILSSHIRE ASSOCIATES INCORPORATED 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,634 | $55,453-33.9% | $170,435-78.5% | $62,293-41.2% |
| Participation rate | 68.5% | 66.4%+2.1pp | 83.6%-15.1pp | 69.5%-1.0pp |
| Annual return | 14.42% | 21.38%-7.0pp | 205.94%-191.5pp | 28.90%-14.5pp |
| Employer contribution / active EE | $512 | $2,164-76.3% | $5,432-90.6% | $2,042-74.9% |
| Participant deferral / active EE | $2,157 | $2,303-6.3% | $4,939-56.3% | $3,169-31.9% |
| Admin fee / account holder | $113 | $455-75.3% | $13,881-99.2% | $479-76.5% |