Filed April 24, 2020 (most recent of 2 filings on file)
Total covered: 86 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $78,203 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $10,471 |
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 | $102,030 | $50,919+100.4% | $155,556-34.4% | $77,762+31.2% |
| Participation rate | 94.7% | 63.1%+31.6pp | 78.2%+16.4pp | 70.6%+24.1pp |
| Annual return | 13.58% | 34.84%-21.3pp | 64.84%-51.3pp | 31.27%-17.7pp |
| Employer contribution / active EE | $3,502 | $1,991+75.9% | $4,675-25.1% | $2,728+28.4% |
| Participant deferral / active EE | $5,133 | $2,824+81.7% | $5,631-8.8% | $4,651+10.4% |
| Admin fee / account holder | $183 | $437-58.2% | $15,885-98.8% | $433-57.8% |