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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,350 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $10,109 |
MORSE DOMEIER BUMGARDNER LLC3 years Service code 13 · EIN 81-4636200 | Contract Administrator | $8,109 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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 | $53,072 | $58,888-9.9% | $178,498-70.3% | $73,493-27.8% |
| Participation rate | 49.6% | 66.2%-16.7pp | 81.9%-32.4pp | 70.7%-21.1pp |
| Annual return | 13.54% | 24.86%-11.3pp | 151.09%-137.6pp | 28.51%-15.0pp |
| Employer contribution / active EE | $565 | $2,236-74.7% | $5,011-88.7% | $2,270-75.1% |
| Participant deferral / active EE | $1,883 | $2,568-26.7% | $5,202-63.8% | $3,740-49.7% |
| Admin fee / account holder | $116 | $400-71.1% | $13,985-99.2% | $513-77.4% |