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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,789 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $6,634 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return 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 | $9,388 | $60,396-84.5% | $111,392-91.6% | $56,289-83.3% |
| Participation rate | 90.2% | 72.4%+17.8pp | 78.9%+11.3pp | 69.9%+20.3pp |
| Annual return | -7.92% | 20.26%-28.2pp | -2.06%-5.9pp | -9.96%+2.0pp |
| Employer contribution / active EE | $2,471 | $3,459-28.6% | $4,328-42.9% | $2,111+17.1% |
| Participant deferral / active EE | $3,735 | $4,421-15.5% | $5,567-32.9% | $3,350+11.5% |
| Admin fee / account holder | $100 | $610-83.6% | $12,266-99.2% | $521-80.8% |