Filed April 24, 2020 (most recent of 2 filings on file)
Total covered: 86 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $65,357 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $7,843 |
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 | $99,925 | $47,163+111.9% | $149,696-33.2% | $74,460+34.2% |
| Participation rate | 96.6% | 63.4%+33.1pp | 78.8%+17.8pp | 70.7%+25.8pp |
| Annual return | 17.12% | 22.75%-5.6pp | 134.46%-117.3pp | 34.38%-17.3pp |
| Employer contribution / active EE | $3,828 | $1,907+100.8% | $4,821-20.6% | $2,638+45.1% |
| Participant deferral / active EE | $5,714 | $2,730+109.3% | $5,682+0.6% | $4,530+26.2% |
| Admin fee / account holder | $176 | $343-48.8% | $13,212-98.7% | $348-49.5% |