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 | $60,035 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $7,139 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,782 | $46,292+85.3% | $143,757-40.3% | $64,808+32.4% |
| Participation rate | 96.5% | 64.2%+32.3pp | 80.3%+16.2pp | 71.5%+25.0pp |
| Annual return | -14.96% | -10.05%-4.9pp | -0.04%-14.9pp | 32.82%-47.8pp |
| Employer contribution / active EE | $3,109 | $1,910+62.8% | $4,951-37.2% | $2,506+24.1% |
| Participant deferral / active EE | $5,320 | $2,646+101.1% | $5,637-5.6% | $4,310+23.4% |
| Admin fee / account holder | $170 | $154+10.6% | $14,673-98.8% | $188-9.4% |