Filed April 20, 2017 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,217 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,370 | $41,854+106.4% | $73,836+17.0% | $52,331+65.0% |
| Participation rate | 98.7% | 66.2%+32.4pp | 73.4%+25.2pp | 68.1%+30.6pp |
| Annual return | 1.66% | 2.11%-0.5pp | 2268.06%-2266.4pp | 4.54%-2.9pp |
| Employer contribution / active EE | $10,022 | $1,920+421.9% | $2,787+259.5% | $1,882+432.6% |
| Participant deferral / active EE | $6,937 | $2,498+177.7% | $3,583+93.6% | $3,022+129.5% |
| Admin fee / account holder | $76 | $493-84.6% | $4,882-98.4% | $592-87.2% |