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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,545 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,246 | $55,446-11.2% | $155,574-68.3% | $74,429-33.8% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 11.16% | 269.20%-258.0pp | 64.87%-53.7pp | 1368.38%-1357.2pp |
| Employer contribution / active EE | $4,951 | $2,266+118.5% | $4,676+5.9% | $2,625+88.6% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $189 | $1,743-89.2% | $15,914-98.8% | $1,944-90.3% |