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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,437 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $21,891 |
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 | $61,948 | $64,176-3.5% | $112,263-44.8% | $66,949-7.5% |
| Participation rate | 74.5% | 68.4%+6.0pp | 75.1%-0.6pp | 69.8%+4.7pp |
| Annual return | -15.62% | -13.80%-1.8pp | 27.49%-43.1pp | 1.57%-17.2pp |
| Employer contribution / active EE | $461 | $3,007-84.7% | $3,636-87.3% | $2,545-81.9% |
| Participant deferral / active EE | $4,613 | $3,694+24.9% | $4,729-2.5% | $4,239+8.8% |
| Admin fee / account holder | $202 | $626-67.8% | $6,410-96.9% | $594-66.0% |