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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $303,625 |
Filed as: DIGITAL INSURANCE LLC Service code 49 · EIN 58-2522668 | Other Services | $37,675 |
WILSHIRE ASSOCIATES INCORPORATED6+ years 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 | $38,850 | $56,095-30.7% | $178,503-78.2% | $90,274-57.0% |
| Participation rate | 89.1% | 65.6%+23.6pp | 81.9%+7.2pp | 73.4%+15.8pp |
| Annual return | 19.04% | 28.81%-9.8pp | 151.12%-132.1pp | 53.97%-34.9pp |
| Employer contribution / active EE | $1,681 | $1,572+6.9% | $5,011-66.5% | $2,523-33.4% |
| Participant deferral / active EE | $2,401 | $2,669-10.0% | $5,202-53.9% | $4,231-43.3% |
| Admin fee / account holder | $125 | $101+24.6% | $13,987-99.1% | $114+10.0% |