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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,394 |
Service code 49 · EIN 74-2794194 | Other Services | $14,244 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,401 | $47,163-16.5% | $149,696-73.7% | $74,460-47.1% |
| Participation rate | 27.4% | 63.4%-36.0pp | 78.8%-51.3pp | 70.7%-43.3pp |
| Annual return | 15.84% | 22.75%-6.9pp | 134.46%-118.6pp | 34.38%-18.5pp |
| Employer contribution / active EE | $525 | $1,907-72.5% | $4,821-89.1% | $2,638-80.1% |
| Participant deferral / active EE | $1,081 | $2,730-60.4% | $5,682-81.0% | $4,530-76.1% |
| Admin fee / account holder | $121 | $343-64.7% | $13,212-99.1% | $348-65.2% |