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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 | $60,261-73.8% | $81,783-80.7% | $74,546-78.8% |
| Participation rate | 99.4% | 62.9%+36.5pp | 72.4%+27.0pp | 67.2%+32.2pp |
| Annual return | 12.51% | 16.88%-4.4pp | 775.05%-762.5pp | 1366.03%-1353.5pp |
| Employer contribution / active EE | $1,866 | $2,622-28.8% | $2,913-35.9% | $2,624-28.9% |
| Participant deferral / active EE | $2,173 | $3,388-35.9% | $4,320-49.7% | $4,347-50.0% |
| Admin fee / account holder | $27 | $1,482-98.2% | $7,380-99.6% | $1,944-98.6% |