Filed April 20, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,522 |
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 | $209,551 | $60,504+246.3% | $81,882+155.9% | $74,478+181.4% |
| Participation rate | 99.3% | 62.9%+36.4pp | 72.4%+27.0pp | 67.2%+32.1pp |
| Annual return | 13.04% | 16.91%-3.9pp | 779.47%-766.4pp | 1370.56%-1357.5pp |
| Employer contribution / active EE | $14,090 | $2,627+436.5% | $2,916+383.2% | $2,626+436.5% |
| Participant deferral / active EE | $11,269 | $3,400+231.5% | $4,323+160.7% | $4,350+159.0% |
| Admin fee / account holder | $279 | $1,492-81.3% | $7,360-96.2% | $1,946-85.6% |