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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $185,017 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $83,056 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,502 | $45,959-5.3% | $91,225-52.3% | $77,906-44.2% |
| Participation rate | 75.5% | 66.3%+9.2pp | 73.2%+2.3pp | 73.7%+1.8pp |
| Annual return | -10.68% | -5.32%-5.4pp | 114.10%-124.8pp | 12.16%-22.8pp |
| Employer contribution / active EE | $1,493 | $1,451+2.9% | $2,851-47.6% | $2,846-47.5% |
| Participant deferral / active EE | $4,619 | $3,283+40.7% | $4,234+9.1% | $4,805-3.9% |
| Admin fee / account holder | $156 | $99+57.6% | $5,422-97.1% | $133+17.4% |