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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 | $72,994-12.7% | $120,380-47.1% | $77,692-18.0% |
| Participation rate | 50.1% | 55.2%-5.1pp | 71.9%-21.8pp | 70.6%-20.5pp |
| Annual return | 25.19% | 18.23%+7.0pp | 107.28%-82.1pp | 31.25%-6.1pp |
| Employer contribution / active EE | $0 | $1,793-100.0% | $3,465-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,556 | $3,011-48.3% | $4,992-68.8% | $4,648-66.5% |
| Admin fee / account holder | $16 | $658-97.6% | $9,421-99.8% | $431-96.4% |