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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $52,003 |
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 | $63,385 | $65,092-2.6% | $143,799-55.9% | $66,938-5.3% |
| Participation rate | 97.6% | 65.2%+32.4pp | 80.3%+17.3pp | 69.8%+27.8pp |
| Annual return | -14.44% | -11.14%-3.3pp | -0.04%-14.4pp | 1.58%-16.0pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $8,758 | $2,920+199.9% | $5,638+55.3% | $4,238+106.6% |
| Admin fee / account holder | $287 | $502-42.8% | $14,677-98.0% | $594-51.6% |