Filed May 24, 2017
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $101,304 |
OSAIC WEALTH INC1 year Service code 49 · EIN 93-0987232 | Other Services | $31,288 |
WOODBURY FINANCIAL SERVICES10+ years Service code 49 · EIN 41-0944586 | Other Services | $9,251 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $116,793 | $129,227-9.6% | $184,260-36.6% | $77,736+50.2% |
| Participation rate | 88.5% | 87.4%+1.1pp | 86.8%+1.6pp | 70.6%+17.9pp |
| Annual return | 0.32% | 33.24%-32.9pp | 28.84%-28.5pp | 31.26%-30.9pp |
| Employer contribution / active EE | $4,322 | $4,412-2.0% | $6,427-32.8% | $2,728+58.5% |
| Participant deferral / active EE | $4,029 | $7,307-44.9% | $9,133-55.9% | $4,651-13.4% |
| Admin fee / account holder | $310 | $256+21.1% | $13,898-97.8% | $433-28.5% |