Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,688 |
OSAIC WEALTH INC2 years Service code 49 · EIN 93-0987232 | Other Services | $17,382 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,350 | $36,904+25.6% | $158,223-70.7% | $65,191-28.9% |
| Participation rate | 37.0% | 62.1%-25.1pp | 79.2%-42.2pp | 63.0%-26.0pp |
| Annual return | 11.10% | 24.43%-13.3pp | 52.09%-41.0pp | 51.24%-40.1pp |
| Employer contribution / active EE | $753 | $1,489-49.4% | $4,109-81.7% | $2,400-68.6% |
| Participant deferral / active EE | $1,240 | $1,936-36.0% | $5,467-77.3% | $2,671-53.6% |
| Admin fee / account holder | $148 | $793-81.3% | $16,047-99.1% | $907-83.7% |