Filed October 3, 2017
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,926 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,094 | $45,043-73.1% | $85,063-85.8% | $74,400-83.7% |
| Participation rate | 81.6% | 49.4%+32.2pp | 67.5%+14.0pp | 67.2%+14.3pp |
| Annual return | 10.77% | 26.26%-15.5pp | 66.54%-55.8pp | 1367.51%-1356.7pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $2,727-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,817 | $2,733-33.5% | $4,523-59.8% | $4,348-58.2% |
| Admin fee / account holder | $189 | $2,210-91.4% | $6,155-96.9% | $1,944-90.3% |