Filed October 7, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,929 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,831 | $72,770-75.5% | $67,652-73.6% | $55,191-67.7% |
| Participation rate | 90.0% | 78.8%+11.2pp | 75.7%+14.3pp | 69.2%+20.8pp |
| Annual return | -0.06% | -3.26%+3.2pp | 6625.40%-6625.5pp | 10.78%-10.8pp |
| Employer contribution / active EE | $895 | $1,769-49.4% | $2,266-60.5% | $1,899-52.9% |
| Participant deferral / active EE | $896 | $3,408-73.7% | $3,560-74.8% | $3,046-70.6% |
| Admin fee / account holder | $13 | $79-83.2% | $4,821-99.7% | $91-85.4% |