Filed June 25, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,171 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,502 | $86,897-56.8% | $151,611-75.3% | $64,808-42.1% |
| Participation rate | 94.1% | 87.3%+6.8pp | 87.5%+6.6pp | 71.5%+22.6pp |
| Annual return | -13.95% | -3.57%-10.4pp | 3.33%-17.3pp | 32.82%-46.8pp |
| Employer contribution / active EE | $1,418 | $4,010-64.6% | $6,166-77.0% | $2,506-43.4% |
| Participant deferral / active EE | $4,365 | $6,690-34.7% | $8,363-47.8% | $4,310+1.3% |
| Admin fee / account holder | $92 | $153-39.9% | $11,616-99.2% | $188-51.1% |