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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $52,152 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,768 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $91,758 | $55,446+65.5% | $155,574-41.0% | $74,429+23.3% |
| Participation rate | 76.9% | 61.9%+15.0pp | 78.2%-1.4pp | 67.2%+9.6pp |
| Annual return | 14.21% | 269.20%-255.0pp | 64.87%-50.7pp | 1368.38%-1354.2pp |
| Employer contribution / active EE | $3,817 | $2,266+68.4% | $4,676-18.4% | $2,625+45.4% |
| Participant deferral / active EE | $4,601 | $2,836+62.3% | $5,629-18.3% | $4,348+5.8% |
| Admin fee / account holder | $17 | $1,743-99.0% | $15,914-99.9% | $1,944-99.1% |