Filed December 10, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,629 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $1,561 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,647 | $98,982+67.4% | $162,163+2.1% | $65,185+154.1% |
| Participation rate | 99.4% | 85.8%+13.6pp | 87.6%+11.8pp | 70.2%+29.2pp |
| Annual return | 26.81% | 24.84%+2.0pp | 115.59%-88.8pp | 29.38%-2.6pp |
| Employer contribution / active EE | $4,906 | $3,467+41.5% | $5,614-12.6% | $2,177+125.4% |
| Participant deferral / active EE | $9,240 | $5,384+71.6% | $7,298+26.6% | $3,514+163.0% |
| Admin fee / account holder | $14 | $596-97.6% | $10,843-99.9% | $847-98.3% |