Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $110,635 |
Filed as: PRINCIPAL SECURITIES, INC Service code 49 · EIN 42-0941553 | Other Services | $49,084 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,380 | $50,860+105.2% | $155,574-32.9% | $77,714+34.3% |
| Participation rate | 99.8% | 63.1%+36.7pp | 78.2%+21.6pp | 70.6%+29.2pp |
| Annual return | 15.24% | 34.86%-19.6pp | 64.87%-49.6pp | 31.26%-16.0pp |
| Employer contribution / active EE | $5,350 | $1,991+168.8% | $4,676+14.4% | $2,727+96.2% |
| Participant deferral / active EE | $5,607 | $2,825+98.5% | $5,629-0.4% | $4,649+20.6% |
| Admin fee / account holder | $186 | $436-57.4% | $15,914-98.8% | $433-57.1% |