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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $61,589 |
DELOITTE & TOUCHE LLP3 years Service code 10 · EIN 13-3891517 | Accounting | $19,140 |
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 | $109,023 | $56,638+92.5% | $169,390-35.6% | $74,460+46.4% |
| Participation rate | 98.0% | 67.5%+30.5pp | 77.2%+20.8pp | 70.7%+27.3pp |
| Annual return | 15.07% | 24.75%-9.7pp | 406.07%-391.0pp | 34.38%-19.3pp |
| Employer contribution / active EE | $3,413 | $2,027+68.4% | $4,013-14.9% | $2,638+29.4% |
| Participant deferral / active EE | $8,115 | $4,223+92.2% | $6,222+30.4% | $4,530+79.1% |
| Admin fee / account holder | $145 | $307-52.8% | $9,015-98.4% | $348-58.4% |