Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $66,342 |
Filed as: PRINCIPAL SECURITIES, INC. Service code 27 · EIN 42-0941553 | Advisory (Plan) | $32,433 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISORS, LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,097 | $101,672-42.9% | $147,117-60.5% | $74,478-22.0% |
| Participation rate | 96.3% | 75.5%+20.8pp | 82.2%+14.2pp | 67.2%+29.1pp |
| Annual return | 30.37% | 8757.83%-8727.5pp | 420.54%-390.2pp | 1370.56%-1340.2pp |
| Employer contribution / active EE | $2,776 | $3,813-27.2% | $4,932-43.7% | $2,626+5.7% |
| Participant deferral / active EE | $9,858 | $7,305+35.0% | $8,065+22.2% | $4,350+126.6% |
| Admin fee / account holder | $320 | $1,753-81.7% | $12,993-97.5% | $1,946-83.5% |