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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,646 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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 | $149,525 | $66,124+126.1% | $90,440+65.3% | $73,493+103.5% |
| Participation rate | 99.4% | 69.7%+29.7pp | 72.7%+26.7pp | 70.7%+28.7pp |
| Annual return | 11.92% | 17.65%-5.7pp | 1294.38%-1282.5pp | 28.51%-16.6pp |
| Employer contribution / active EE | $11,169 | $2,346+376.0% | $3,263+242.3% | $2,270+392.0% |
| Participant deferral / active EE | $8,942 | $3,039+194.3% | $3,964+125.6% | $3,740+139.1% |
| Admin fee / account holder | $188 | $396-52.7% | $5,615-96.7% | $513-63.4% |