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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,051 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $7,478 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,828 | $72,639-54.8% | $90,766-63.8% | $66,949-51.0% |
| Participation rate | 88.0% | 73.7%+14.3pp | 75.7%+12.3pp | 69.8%+18.2pp |
| Annual return | -15.32% | -12.28%-3.0pp | -12.16%-3.2pp | 1.57%-16.9pp |
| Employer contribution / active EE | $871 | $2,369-63.3% | $2,922-70.2% | $2,545-65.8% |
| Participant deferral / active EE | $2,186 | $3,979-45.1% | $4,565-52.1% | $4,239-48.4% |
| Admin fee / account holder | $291 | $708-58.9% | $8,446-96.6% | $594-51.0% |