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 | $140,597 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $64,578 |
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 | $139,898 | $100,272+39.5% | $170,057-17.7% | $74,473+87.9% |
| Participation rate | 93.4% | 87.4%+6.0pp | 87.0%+6.4pp | 70.7%+22.6pp |
| Annual return | 13.52% | 66.12%-52.6pp | 53.42%-39.9pp | 34.36%-20.8pp |
| Employer contribution / active EE | $3,227 | $4,266-24.3% | $6,790-52.5% | $2,638+22.3% |
| Participant deferral / active EE | $7,039 | $7,147-1.5% | $10,411-32.4% | $4,530+55.4% |
| Admin fee / account holder | $452 | $235+92.7% | $12,826-96.5% | $347+30.3% |