Filed August 15, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $153,520 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $69,937 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,207 | $129,227+6.9% | $184,256-25.0% | $77,762+77.7% |
| Participation rate | 99.3% | 87.4%+11.9pp | 86.8%+12.4pp | 70.6%+28.7pp |
| Annual return | 10.42% | 33.24%-22.8pp | 28.85%-18.4pp | 31.27%-20.8pp |
| Employer contribution / active EE | $3,662 | $4,412-17.0% | $6,427-43.0% | $2,728+34.2% |
| Participant deferral / active EE | $7,755 | $7,307+6.1% | $9,133-15.1% | $4,651+66.7% |
| Admin fee / account holder | $477 | $256+86.4% | $13,899-96.6% | $433+10.1% |