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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $3,578 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,486 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,395 | $80,753-68.6% | $136,294-81.4% | $62,292-59.2% |
| Participation rate | 41.3% | 73.5%-32.3pp | 81.9%-40.7pp | 69.5%-28.2pp |
| Annual return | 18.10% | 35.83%-17.7pp | 5155.94%-5137.8pp | 28.90%-10.8pp |
| Employer contribution / active EE | $805 | $2,884-72.1% | $4,695-82.8% | $2,042-60.6% |
| Participant deferral / active EE | $1,557 | $5,164-69.9% | $6,247-75.1% | $3,169-50.9% |
| Admin fee / account holder | $34 | $525-93.6% | $9,243-99.6% | $479-92.9% |