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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $298,004 |
Filed as: DIGITAL INSURANCE LLC Service code 49 · EIN 58-2522668 | Other Services | $44,170 |
Filed as: WILSHIRE ADVISORS LLC 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 | $41,544 | $50,151-17.2% | $149,696-72.2% | $80,157-48.2% |
| Participation rate | 84.7% | 64.3%+20.4pp | 78.8%+6.0pp | 72.9%+11.8pp |
| Annual return | 17.04% | 29.80%-12.8pp | 134.46%-117.4pp | 40.39%-23.3pp |
| Employer contribution / active EE | $1,701 | $1,867-8.9% | $4,821-64.7% | $2,977-42.9% |
| Participant deferral / active EE | $2,365 | $3,194-26.0% | $5,682-58.4% | $5,015-52.8% |
| Admin fee / account holder | $114 | $153-25.3% | $13,212-99.1% | $145-21.3% |