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 | $520 |
WILSHIRE ASSOCIATES INCORPORATED1+ 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 | $29,010 | $54,320-46.6% | $67,652-57.1% | $52,331-44.6% |
| Participation rate | 87.3% | 73.6%+13.7pp | 75.7%+11.6pp | 68.1%+19.2pp |
| Annual return | 0.26% | 6.81%-6.5pp | 6625.04%-6624.8pp | 4.54%-4.3pp |
| Employer contribution / active EE | $791 | $1,544-48.7% | $2,266-65.1% | $1,882-57.9% |
| Participant deferral / active EE | $1,452 | $2,950-50.8% | $3,560-59.2% | $3,022-52.0% |
| Admin fee / account holder | $4 | $527-99.3% | $4,821-99.9% | $592-99.4% |