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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $40,302 |
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 | $39,853 | $84,784-53.0% | $98,462-59.5% | $74,473-46.5% |
| Participation rate | 94.8% | 81.5%+13.3pp | 75.2%+19.6pp | 70.7%+24.0pp |
| Annual return | 34.87% | 20.59%+14.3pp | 21.17%+13.7pp | 34.36%+0.5pp |
| Employer contribution / active EE | $4,114 | $3,364+22.3% | $3,049+34.9% | $2,638+55.9% |
| Participant deferral / active EE | $10,862 | $5,218+108.2% | $4,738+129.2% | $4,530+139.8% |
| Admin fee / account holder | $82 | $204-59.9% | $8,875-99.1% | $347-76.3% |