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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,163 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,149 | $61,338+6.2% | $149,717-56.5% | $71,495-8.9% |
| Participation rate | 99.2% | 62.5%+36.7pp | 78.8%+20.4pp | 67.9%+31.3pp |
| Annual return | 14.50% | 35.86%-21.4pp | 134.41%-119.9pp | 28.85%-14.3pp |
| Employer contribution / active EE | $0 | $2,381-100.0% | $4,820-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $9,233 | $2,919+216.3% | $5,682+62.5% | $4,291+115.2% |
| Admin fee / account holder | $281 | $1,263-77.7% | $13,213-97.9% | $1,588-82.3% |