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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 | $59,093+2.0% | $97,295-38.0% | $77,762-22.5% |
| Participation rate | 95.3% | 67.8%+27.5pp | 72.7%+22.6pp | 70.6%+24.7pp |
| Annual return | -9.91% | 16.93%-26.8pp | 75.62%-85.5pp | 31.27%-41.2pp |
| Employer contribution / active EE | $4,772 | $1,727+176.3% | $2,723+75.3% | $2,728+74.9% |
| Participant deferral / active EE | $8,879 | $3,901+127.6% | $4,264+108.3% | $4,651+90.9% |
| Admin fee / account holder | $260 | $346-24.8% | $5,646-95.4% | $433-39.9% |