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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,819 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $5,195 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,865 | $55,453-17.3% | $170,435-73.1% | $62,293-26.4% |
| Participation rate | 53.3% | 66.4%-13.0pp | 83.6%-30.3pp | 69.5%-16.2pp |
| Annual return | 15.91% | 21.38%-5.5pp | 205.94%-190.0pp | 28.90%-13.0pp |
| Employer contribution / active EE | $606 | $2,164-72.0% | $5,432-88.8% | $2,042-70.3% |
| Participant deferral / active EE | $2,015 | $2,303-12.5% | $4,939-59.2% | $3,169-36.4% |
| Admin fee / account holder | $98 | $455-78.4% | $13,881-99.3% | $479-79.5% |