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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $336,870 |
Filed as: DIGITAL INSURANCE LLC Service code 49 · EIN 58-2522668 | Other Services | $44,432 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,855 | $45,000-22.5% | $143,799-75.8% | $77,906-55.3% |
| Participation rate | 84.4% | 66.8%+17.6pp | 80.3%+4.1pp | 73.7%+10.7pp |
| Annual return | -18.44% | 29.03%-47.5pp | -0.04%-18.4pp | 12.16%-30.6pp |
| Employer contribution / active EE | $1,641 | $1,870-12.2% | $4,952-66.9% | $2,846-42.3% |
| Participant deferral / active EE | $2,283 | $3,157-27.7% | $5,638-59.5% | $4,805-52.5% |
| Admin fee / account holder | $133 | $98+34.7% | $14,677-99.1% | $1330% |