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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,920 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $0 |
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 | $79,822 | $82,674-3.5% | $125,363-36.3% | $68,495+16.5% |
| Participation rate | 79.5% | 75.0%+4.5pp | 82.4%-2.9pp | 67.9%+11.6pp |
| Annual return | -19.11% | -5.97%-13.1pp | 572.15%-591.3pp | -7.84%-11.3pp |
| Employer contribution / active EE | $2,771 | $3,382-18.1% | $4,815-42.4% | $2,596+6.7% |
| Participant deferral / active EE | $4,909 | $6,111-19.7% | $7,447-34.1% | $4,028+21.9% |
| Admin fee / account holder | $22 | $6,276-99.7% | $10,005-99.8% | $5,403-99.6% |