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 | $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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,925 | $47,126+112.0% | $149,673-33.2% | $74,419+34.3% |
| Participation rate | 96.6% | 63.4%+33.2pp | 78.8%+17.8pp | 70.7%+25.8pp |
| Annual return | 17.12% | 22.75%-5.6pp | 134.42%-117.3pp | 34.38%-17.3pp |
| Employer contribution / active EE | $3,828 | $1,905+100.9% | $4,818-20.5% | $2,637+45.1% |
| Participant deferral / active EE | $5,714 | $2,728+109.5% | $5,680+0.6% | $4,528+26.2% |
| Admin fee / account holder | $176 | $343-48.7% | $13,210-98.7% | $348-49.5% |