Filed April 20, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,955 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,325 | $51,226+203.2% | $82,744+87.7% | $66,938+132.0% |
| Participation rate | 99.3% | 67.9%+31.5pp | 72.6%+26.8pp | 69.8%+29.5pp |
| Annual return | -13.09% | -9.61%-3.5pp | 702.22%-715.3pp | 1.58%-14.7pp |
| Employer contribution / active EE | $13,396 | $2,612+412.8% | $3,008+345.4% | $2,545+426.3% |
| Participant deferral / active EE | $10,319 | $3,460+198.2% | $4,395+134.8% | $4,238+143.5% |
| Admin fee / account holder | $218 | $416-47.4% | $5,325-95.9% | $594-63.2% |