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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,785 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,974 | $140,190-85.0% | $115,756-81.9% | $77,906-73.1% |
| Participation rate | 77.3% | 81.0%-3.7pp | 77.1%+0.2pp | 73.7%+3.6pp |
| Annual return | -11.20% | -13.46%+2.3pp | 143.14%-154.3pp | 12.16%-23.4pp |
| Employer contribution / active EE | $3,305 | $3,169+4.3% | $3,793-12.9% | $2,846+16.1% |
| Participant deferral / active EE | $0 | $5,401-100.0% | $6,254-100.0% | $4,805-100.0% |
| Admin fee / account holder | $26 | $138-80.9% | $8,124-99.7% | $133-80.0% |