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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,782 |
Service code 49 · EIN 74-2794194 | Other Services | $10,571 |
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 | $38,797 | $50,860-23.7% | $155,574-75.1% | $77,714-50.1% |
| Participation rate | 31.9% | 63.1%-31.2pp | 78.2%-46.3pp | 70.6%-38.7pp |
| Annual return | 13.19% | 34.86%-21.7pp | 64.87%-51.7pp | 31.26%-18.1pp |
| Employer contribution / active EE | $588 | $1,991-70.5% | $4,676-87.4% | $2,727-78.4% |
| Participant deferral / active EE | $1,184 | $2,825-58.1% | $5,629-79.0% | $4,649-74.5% |
| Admin fee / account holder | $120 | $436-72.4% | $15,914-99.2% | $433-72.2% |