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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $44,343 |
Filed as: PRINCIPAL SECURITIES, INC. Service code 27 · EIN 42-0941553 | Advisory (Plan) | $22,959 |
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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,324 | $91,474-52.6% | $135,982-68.1% | $71,529-39.4% |
| Participation rate | 92.8% | 75.7%+17.1pp | 81.9%+10.9pp | 67.9%+24.9pp |
| Annual return | 29.15% | 29.89%-0.7pp | 68.32%-39.2pp | 28.97%+0.2pp |
| Employer contribution / active EE | $2,518 | $3,705-32.0% | $4,859-48.2% | $2,590-2.8% |
| Participant deferral / active EE | $8,471 | $7,095+19.4% | $7,760+9.2% | $4,291+97.4% |
| Admin fee / account holder | $225 | $1,267-82.2% | $10,767-97.9% | $1,588-85.8% |