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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $102,713 |
Filed as: DIGITAL INSURANCE LLC Service code 49 · EIN 58-2522668 | Other Services | $29,089 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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 | $24,202 | $45,382-46.7% | $154,108-84.3% | $75,289-67.9% |
| Participation rate | 88.1% | 65.9%+22.2pp | 83.0%+5.1pp | 72.4%+15.7pp |
| Annual return | -6.50% | -0.47%-6.0pp | 735.21%-741.7pp | -0.04%-6.5pp |
| Employer contribution / active EE | $1,439 | $1,533-6.1% | $5,298-72.8% | $2,405-40.2% |
| Participant deferral / active EE | $2,005 | $2,384-15.9% | $5,081-60.5% | $3,739-46.4% |
| Admin fee / account holder | $44 | $89-50.4% | $13,411-99.7% | $102-56.7% |