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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $369,757 |
Filed as: DIGITAL INSURANCE Service code 49 · EIN 58-2522668 | Other Services | $54,656 |
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 | $47,803 | $53,204-10.2% | $155,556-69.3% | $200,096-76.1% |
| Participation rate | 84.8% | 64.1%+20.7pp | 78.2%+6.6pp | 72.0%+12.8pp |
| Annual return | 13.12% | 41.02%-27.9pp | 64.84%-51.7pp | 34.26%-21.1pp |
| Employer contribution / active EE | $1,727 | $1,850-6.7% | $4,675-63.1% | $3,038-43.2% |
| Participant deferral / active EE | $2,426 | $3,163-23.3% | $5,631-56.9% | $5,090-52.3% |
| Admin fee / account holder | $146 | $186-21.6% | $15,885-99.1% | $269-45.9% |