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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $50,601 |
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 | $45,016 | $50,919-11.6% | $155,556-71.1% | $77,762-42.1% |
| Participation rate | 62.9% | 63.1%-0.2pp | 78.2%-15.3pp | 70.6%-7.7pp |
| Annual return | 15.01% | 34.84%-19.8pp | 64.84%-49.8pp | 31.27%-16.3pp |
| Employer contribution / active EE | $1,019 | $1,991-48.8% | $4,675-78.2% | $2,728-62.6% |
| Participant deferral / active EE | $2,485 | $2,824-12.0% | $5,631-55.9% | $4,651-46.6% |
| Admin fee / account holder | $123 | $437-71.7% | $15,885-99.2% | $433-71.5% |