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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,023 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $5,864 |
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 | $30,347 | $86,940-65.1% | $102,434-70.4% | $80,935-62.5% |
| Participation rate | 97.6% | 72.4%+25.2pp | 76.5%+21.1pp | 67.7%+29.9pp |
| Annual return | 13.40% | 18.89%-5.5pp | 29.46%-16.1pp | 35.66%-22.3pp |
| Employer contribution / active EE | $2,417 | $2,370+2.0% | $3,023-20.1% | $2,757-12.3% |
| Participant deferral / active EE | $4,136 | $4,121+0.4% | $5,055-18.2% | $4,299-3.8% |
| Admin fee / account holder | $106 | $8,047-98.7% | $9,462-98.9% | $6,924-98.5% |