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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $145,681 |
Filed as: PRINCIPAL SECURITIES, INC Service code 49 · EIN 42-0941553 | Other Services | $50,139 |
GEOCONTROL SYSTEMS, INC3 years Service code 21 · EIN 76-0108866 | Bank Trustee | $7,293 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,217 | $106,028-25.3% | $146,958-46.1% | $77,643+2.0% |
| Participation rate | 97.7% | 78.4%+19.3pp | 82.2%+15.5pp | 70.6%+27.1pp |
| Annual return | 13.03% | 56.73%-43.7pp | 418.34%-405.3pp | 31.24%-18.2pp |
| Employer contribution / active EE | $2,912 | $4,063-28.3% | $4,933-41.0% | $2,726+6.8% |
| Participant deferral / active EE | $7,647 | $7,990-4.3% | $8,070-5.2% | $4,647+64.5% |
| Admin fee / account holder | $295 | $337-12.7% | $12,998-97.7% | $430-31.5% |