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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,197 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $7,677 |
WILSHIRE ASSOCIATES INCORPORATED1+ years 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 | $68,775 | $77,677-11.5% | $109,188-37.0% | $79,389-13.4% |
| Participation rate | 78.4% | 67.8%+10.5pp | 75.9%+2.5pp | 70.7%+7.6pp |
| Annual return | 18.98% | 23.44%-4.5pp | 25.76%-6.8pp | 116.89%-97.9pp |
| Employer contribution / active EE | $475 | $2,798-83.0% | $3,723-87.3% | $2,428-80.5% |
| Participant deferral / active EE | $4,745 | $3,517+34.9% | $4,654+2.0% | $4,046+17.3% |
| Admin fee / account holder | $244 | $732-66.7% | $6,755-96.4% | $626-61.0% |