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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $3,360 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $664 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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.
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 | $46,499 | $65,557-29.1% | $105,738-56.0% | $56,287-17.4% |
| Participation rate | 31.4% | 63.4%-32.0pp | 76.3%-44.9pp | 69.9%-38.4pp |
| Annual return | -1.83% | -1.32%-0.5pp | 6.27%-8.1pp | -9.96%+8.1pp |
| Employer contribution / active EE | $843 | $1,788-52.9% | $3,268-74.2% | $2,111-60.1% |
| Participant deferral / active EE | $1,551 | $2,418-35.9% | $4,080-62.0% | $3,350-53.7% |
| Admin fee / account holder | $14 | $561-97.6% | $6,913-99.8% | $521-97.4% |