Filed April 20, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,920 |
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 | $177,013 | $58,264+203.8% | $86,617+104.4% | $71,495+147.6% |
| Participation rate | 99.4% | 65.0%+34.4pp | 71.7%+27.7pp | 67.9%+31.4pp |
| Annual return | 13.77% | 21.63%-7.9pp | 591.91%-578.1pp | 28.85%-15.1pp |
| Employer contribution / active EE | $14,470 | $2,574+462.2% | $3,023+378.6% | $2,589+458.8% |
| Participant deferral / active EE | $10,946 | $3,436+218.6% | $4,437+146.7% | $4,291+155.1% |
| Admin fee / account holder | $226 | $1,057-78.6% | $5,613-96.0% | $1,588-85.7% |