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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $353,495 |
Filed as: DIGITAL INSURANCE LLC Service code 49 · EIN 58-2522668 | Other Services | $28,359 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $31,189 | $47,456-34.3% | $172,752-81.9% | $77,775-59.9% |
| Participation rate | 87.6% | 66.3%+21.3pp | 82.6%+4.9pp | 73.2%+14.4pp |
| Annual return | 22.53% | 35.57%-13.0pp | 802.97%-780.4pp | 32.58%-10.0pp |
| Employer contribution / active EE | $1,558 | $1,574-1.0% | $5,144-69.7% | $2,504-37.8% |
| Participant deferral / active EE | $2,195 | $2,560-14.3% | $5,198-57.8% | $3,966-44.7% |
| Admin fee / account holder | $148 | $81+82.9% | $13,955-98.9% | $100+47.8% |