Filed April 20, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,171 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $121,240 | $50,637+139.4% | $86,582+40.0% | $62,293+94.6% |
| Participation rate | 98.6% | 67.9%+30.7pp | 73.5%+25.0pp | 69.5%+29.1pp |
| Annual return | 19.09% | 20.80%-1.7pp | 965.08%-946.0pp | 28.90%-9.8pp |
| Employer contribution / active EE | $11,999 | $2,075+478.2% | $2,839+322.6% | $2,042+487.5% |
| Participant deferral / active EE | $7,849 | $2,611+200.6% | $3,609+117.5% | $3,169+147.7% |
| Admin fee / account holder | $130 | $413-68.5% | $4,904-97.3% | $479-72.9% |