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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $162,889 |
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 | $75,561 | $95,388-20.8% | $125,391-39.7% | $77,906-3.0% |
| Participation rate | 97.0% | 78.6%+18.4pp | 82.4%+14.6pp | 73.7%+23.3pp |
| Annual return | 1.56% | 116.19%-114.6pp | 572.41%-570.8pp | 12.16%-10.6pp |
| Employer contribution / active EE | $1,457 | $3,666-60.3% | $4,816-69.7% | $2,846-48.8% |
| Participant deferral / active EE | $5,363 | $7,711-30.4% | $7,448-28.0% | $4,805+11.6% |
| Admin fee / account holder | $87 | $119-26.7% | $10,009-99.1% | $133-34.3% |