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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,227 |
Filed as: WILSHIRE ASSOCIATES Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,608 | $155,795-83.6% | $136,298-81.2% | $69,631-63.2% |
| Participation rate | 96.6% | 75.2%+21.3pp | 81.9%+14.7pp | 70.7%+25.9pp |
| Annual return | 25.98% | 232464.33%-232438.4pp | 5156.27%-5130.3pp | 27571.02%-27545.0pp |
| Employer contribution / active EE | $1,563 | $2,991-47.7% | $4,696-66.7% | $2,032-23.1% |
| Participant deferral / active EE | $4,324 | $5,394-19.8% | $6,247-30.8% | $3,224+34.1% |
| Admin fee / account holder | $20 | $128-84.6% | $9,244-99.8% | $110-82.2% |