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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,401 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $7,991 |
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 | $28,188 | $61,356-54.1% | $149,696-81.2% | $71,511-60.6% |
| Participation rate | 90.6% | 62.5%+28.1pp | 78.8%+11.8pp | 67.9%+22.7pp |
| Annual return | 13.83% | 35.86%-22.0pp | 134.46%-120.6pp | 28.86%-15.0pp |
| Employer contribution / active EE | $3,578 | $2,382+50.2% | $4,821-25.8% | $2,589+38.2% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $109 | $1,263-91.4% | $13,212-99.2% | $1,588-93.1% |