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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $64,109 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITT Service code 10 · EIN 13-3891517 | Accounting | $20,400 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,586 | $62,688+86.0% | $178,528-34.7% | $77,714+50.0% |
| Participation rate | 98.1% | 66.9%+31.3pp | 77.1%+21.0pp | 70.6%+27.6pp |
| Annual return | 12.16% | 16.16%-4.0pp | 27.11%-14.9pp | 31.26%-19.1pp |
| Employer contribution / active EE | $3,480 | $1,912+82.1% | $3,950-11.9% | $2,727+27.6% |
| Participant deferral / active EE | $7,748 | $4,224+83.4% | $6,278+23.4% | $4,649+66.7% |
| Admin fee / account holder | $146 | $386-62.1% | $10,419-98.6% | $433-66.2% |