Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,293 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $914,330 | $45,123+1926.3% | $85,240+972.7% | $74,478+1127.7% |
| Participation rate | 35.1% | 49.4%-14.2pp | 67.5%-32.4pp | 67.2%-32.1pp |
| Annual return | 31.41% | 26.32%+5.1pp | 66.75%-35.3pp | 1370.56%-1339.2pp |
| Employer contribution / active EE | $774 | $1,459-47.0% | $2,735-71.7% | $2,626-70.5% |
| Participant deferral / active EE | $1,854 | $2,736-32.2% | $4,527-59.0% | $4,350-57.4% |
| Admin fee / account holder | $359 | $2,215-83.8% | $6,165-94.2% | $1,946-81.6% |