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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,928 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $9,267 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,292 | $55,470-41.8% | $155,556-79.2% | $74,478-56.6% |
| Participation rate | 86.6% | 61.9%+24.7pp | 78.2%+8.3pp | 67.2%+19.3pp |
| Annual return | 9.77% | 269.80%-260.0pp | 64.84%-55.1pp | 1370.56%-1360.8pp |
| Employer contribution / active EE | $2,224 | $2,267-1.9% | $4,675-52.4% | $2,626-15.3% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,631-100.0% | $4,350-100.0% |
| Admin fee / account holder | $133 | $1,744-92.4% | $15,885-99.2% | $1,946-93.2% |