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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40,385 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $7,097 |
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 | $37,343 | $71,534-47.8% | $98,462-62.1% | $71,529-47.8% |
| Participation rate | 80.1% | 72.7%+7.4pp | 75.2%+5.0pp | 67.9%+12.2pp |
| Annual return | 15.49% | 32.44%-17.0pp | 21.17%-5.7pp | 28.97%-13.5pp |
| Employer contribution / active EE | $761 | $2,399-68.3% | $3,049-75.0% | $2,590-70.6% |
| Participant deferral / active EE | $1,819 | $4,109-55.7% | $4,738-61.6% | $4,291-57.6% |
| Admin fee / account holder | $286 | $1,677-82.9% | $8,875-96.8% | $1,588-82.0% |