Filed April 20, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,967 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $134,460 | $51,620+160.5% | $90,304+48.9% | $65,185+106.3% |
| Participation rate | 99.3% | 68.6%+30.7pp | 73.3%+26.1pp | 70.2%+29.1pp |
| Annual return | 21.21% | 24.94%-3.7pp | 78.13%-56.9pp | 29.38%-8.2pp |
| Employer contribution / active EE | $12,731 | $2,235+469.7% | $2,855+346.0% | $2,177+484.9% |
| Participant deferral / active EE | $8,858 | $2,871+208.6% | $3,885+128.0% | $3,514+152.1% |
| Admin fee / account holder | $198 | $384-48.5% | $5,354-96.3% | $847-76.6% |