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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,189 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,239 | $47,180-65.6% | $149,723-89.2% | $74,473-78.2% |
| Participation rate | 53.0% | 63.4%-10.5pp | 78.8%-25.8pp | 70.7%-17.8pp |
| Annual return | 23.83% | 22.75%+1.1pp | 134.50%-110.7pp | 34.36%-10.5pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,656 | $2,730-39.3% | $5,682-70.9% | $4,530-63.4% |
| Admin fee / account holder | $21 | $343-93.8% | $13,215-99.8% | $347-93.9% |