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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 | $53,254-10.2% | $155,574-69.3% | $199,921-76.1% |
| Participation rate | 84.8% | 64.1%+20.7pp | 78.2%+6.6pp | 72.0%+12.8pp |
| Annual return | 13.12% | 41.18%-28.1pp | 64.87%-51.7pp | 34.28%-21.2pp |
| Employer contribution / active EE | $1,727 | $1,848-6.5% | $4,676-63.1% | $3,035-43.1% |
| Participant deferral / active EE | $2,426 | $3,165-23.4% | $5,629-56.9% | $5,089-52.3% |
| Admin fee / account holder | $146 | $186-21.5% | $15,914-99.1% | $269-45.9% |