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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,860 |
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 | $40,684 | $47,180-13.8% | $149,723-72.8% | $74,473-45.4% |
| Participation rate | 62.7% | 63.4%-0.7pp | 78.8%-16.1pp | 70.7%-8.0pp |
| Annual return | 17.48% | 22.75%-5.3pp | 134.50%-117.0pp | 34.36%-16.9pp |
| Employer contribution / active EE | $1,023 | $1,907-46.4% | $4,821-78.8% | $2,638-61.2% |
| Participant deferral / active EE | $2,473 | $2,730-9.4% | $5,682-56.5% | $4,530-45.4% |
| Admin fee / account holder | $108 | $343-68.6% | $13,215-99.2% | $347-69.0% |