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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $69,370 |
Filed as: DIGITAL INSURANCE INC Service code 49 · EIN 58-2522668 | Other Services | $19,155 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,945 | $37,039-51.6% | $147,617-87.8% | $59,188-69.7% |
| Participation rate | 84.5% | 63.8%+20.8pp | 84.6%-0.1pp | 69.4%+15.1pp |
| Annual return | -1.00% | 7.19%-8.2pp | 61.98%-63.0pp | 5.51%-6.5pp |
| Employer contribution / active EE | $1,256 | $1,353-7.1% | $5,564-77.4% | $2,098-40.1% |
| Participant deferral / active EE | $1,696 | $2,094-19.0% | $4,895-65.4% | $3,265-48.1% |
| Admin fee / account holder | $36 | $60-39.5% | $11,612-99.7% | $92-60.5% |