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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $10,692 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,794 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,816 | $60,393-73.8% | $81,820-80.7% | $74,429-78.7% |
| Participation rate | 99.4% | 62.9%+36.5pp | 72.4%+27.0pp | 67.2%+32.2pp |
| Annual return | 12.51% | 16.89%-4.4pp | 777.93%-765.4pp | 1368.38%-1355.9pp |
| Employer contribution / active EE | $1,866 | $2,626-28.9% | $2,915-36.0% | $2,625-28.9% |
| Participant deferral / active EE | $2,173 | $3,397-36.0% | $4,323-49.7% | $4,348-50.0% |
| Admin fee / account holder | $27 | $1,491-98.2% | $7,391-99.6% | $1,944-98.6% |