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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,030 | $50,815+100.8% | $155,509-34.4% | $77,643+31.4% |
| Participation rate | 94.7% | 63.1%+31.6pp | 78.2%+16.5pp | 70.6%+24.1pp |
| Annual return | 13.58% | 34.80%-21.2pp | 64.67%-51.1pp | 31.24%-17.7pp |
| Employer contribution / active EE | $3,502 | $1,993+75.8% | $4,672-25.0% | $2,726+28.5% |
| Participant deferral / active EE | $5,133 | $2,822+81.9% | $5,626-8.8% | $4,647+10.5% |
| Admin fee / account holder | $183 | $437-58.2% | $15,912-98.9% | $430-57.5% |