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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $297,187 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $136,610 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,292 | $59,054+2.1% | $97,197-38.0% | $77,714-22.4% |
| Participation rate | 95.3% | 67.9%+27.4pp | 72.7%+22.6pp | 70.6%+24.7pp |
| Annual return | -9.91% | 16.96%-26.9pp | 75.47%-85.4pp | 31.26%-41.2pp |
| Employer contribution / active EE | $4,772 | $1,742+173.9% | $2,723+75.3% | $2,727+75.0% |
| Participant deferral / active EE | $8,879 | $3,930+125.9% | $4,263+108.3% | $4,649+91.0% |
| Admin fee / account holder | $260 | $346-24.8% | $5,637-95.4% | $433-39.9% |