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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,105 |
Filed as: PRINCIPAL SECURITIES, INC Service code 49 · EIN 42-0941553 | Other Services | $28,520 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant 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 | $59,839 | $80,731-25.9% | $103,374-42.1% | $74,546-19.7% |
| Participation rate | 80.1% | 65.7%+14.4pp | 74.5%+5.6pp | 67.2%+12.9pp |
| Annual return | 14.61% | 27.56%-12.9pp | 24.89%-10.3pp | 1366.03%-1351.4pp |
| Employer contribution / active EE | $447 | $3,158-85.9% | $3,869-88.5% | $2,624-83.0% |
| Participant deferral / active EE | $4,465 | $3,860+15.7% | $5,058-11.7% | $4,347+2.7% |
| Admin fee / account holder | $176 | $2,369-92.6% | $8,394-97.9% | $1,944-91.0% |