Filed December 10, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $60,779 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $1,104 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,562 | $122,239+68.2% | $184,203+11.6% | $74,495+175.9% |
| Participation rate | 98.0% | 85.5%+12.5pp | 86.8%+11.1pp | 67.2%+30.8pp |
| Annual return | 18.21% | 19.95%-1.7pp | 28.81%-10.6pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $6,365 | $4,537+40.3% | $6,427-1.0% | $2,623+142.7% |
| Participant deferral / active EE | $10,984 | $7,139+53.9% | $9,131+20.3% | $4,346+152.7% |
| Admin fee / account holder | $215 | $1,260-83.0% | $13,901-98.5% | $1,942-88.9% |