Filed April 20, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,863 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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 | $98,700 | $43,423+127.3% | $78,676+25.5% | $55,167+78.9% |
| Participation rate | 98.6% | 68.0%+30.6pp | 73.6%+25.1pp | 69.0%+29.6pp |
| Annual return | 9.59% | 11.53%-1.9pp | 62.19%-52.6pp | 169.23%-159.6pp |
| Employer contribution / active EE | $11,424 | $1,997+472.1% | $2,850+300.8% | $1,963+482.1% |
| Participant deferral / active EE | $7,575 | $2,509+201.9% | $3,517+115.4% | $3,054+148.0% |
| Admin fee / account holder | $87 | $416-79.1% | $4,510-98.1% | $504-82.7% |