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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,709 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $8,333 |
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 | $21,968 | $65,092-66.3% | $143,799-84.7% | $66,938-67.2% |
| Participation rate | 92.9% | 65.2%+27.7pp | 80.3%+12.6pp | 69.8%+23.1pp |
| Annual return | -17.67% | -11.14%-6.5pp | -0.04%-17.6pp | 1.58%-19.3pp |
| Employer contribution / active EE | $2,770 | $2,362+17.3% | $4,952-44.1% | $2,545+8.8% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,238-100.0% |
| Admin fee / account holder | $96 | $502-80.9% | $14,677-99.3% | $594-83.8% |