Filed December 10, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,283 |
MERCHANTS BONDING COMPAN1 year Service code 10 · EIN 42-0410010 | Accounting | $6,266 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $2,515 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,200 | $102,553+72.8% | $151,611+16.9% | $66,914+164.8% |
| Participation rate | 97.8% | 85.5%+12.3pp | 87.5%+10.3pp | 69.8%+28.0pp |
| Annual return | -17.08% | -10.82%-6.3pp | 3.33%-20.4pp | 1.58%-18.7pp |
| Employer contribution / active EE | $5,440 | $4,180+30.1% | $6,166-11.8% | $2,544+113.8% |
| Participant deferral / active EE | $10,209 | $6,641+53.7% | $8,363+22.1% | $4,237+141.0% |
| Admin fee / account holder | $132 | $630-79.0% | $11,616-98.9% | $593-77.7% |