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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $71,746 |
EDWARD JONES2 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $24,217 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,971 | $64,176-25.3% | $112,249-57.3% | $66,938-28.3% |
| Participation rate | 94.5% | 68.4%+26.1pp | 75.1%+19.4pp | 69.8%+24.7pp |
| Annual return | -16.87% | -13.80%-3.1pp | 27.48%-44.4pp | 1.58%-18.5pp |
| Employer contribution / active EE | $0 | $3,007-100.0% | $3,636-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,896 | $3,694+5.5% | $4,729-17.6% | $4,238-8.1% |
| Admin fee / account holder | $289 | $626-53.8% | $6,412-95.5% | $594-51.3% |