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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $106,224 |
Filed as: DIGITAL INSURANCE INC Service code 49 · EIN 58-2522668 | Other Services | $26,612 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $24,164 | $44,989-46.3% | $170,435-85.8% | $77,958-69.0% |
| Participation rate | 88.1% | 64.6%+23.5pp | 83.6%+4.5pp | 71.6%+16.4pp |
| Annual return | 18.71% | 19.61%-0.9pp | 205.94%-187.2pp | 20.87%-2.2pp |
| Employer contribution / active EE | $1,365 | $1,466-6.9% | $5,432-74.9% | $2,310-40.9% |
| Participant deferral / active EE | $1,859 | $2,208-15.8% | $4,939-62.4% | $3,537-47.4% |
| Admin fee / account holder | $47 | $69-31.3% | $13,881-99.7% | $97-51.4% |