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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,259 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,740 | $73,149-12.9% | $120,580-47.1% | $77,762-18.0% |
| Participation rate | 50.1% | 55.2%-5.1pp | 72.0%-21.9pp | 70.6%-20.5pp |
| Annual return | 25.19% | 18.24%+6.9pp | 107.48%-82.3pp | 31.27%-6.1pp |
| Employer contribution / active EE | $0 | $1,793-100.0% | $3,469-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,556 | $3,006-48.2% | $4,995-68.8% | $4,651-66.5% |
| Admin fee / account holder | $16 | $660-97.6% | $9,418-99.8% | $433-96.4% |