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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,150 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $22,498 |
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 | $65,180 | $76,696-15.0% | $96,538-32.5% | $71,529-8.9% |
| Participation rate | 75.6% | 66.6%+9.0pp | 74.3%+1.2pp | 67.9%+7.6pp |
| Annual return | 20.15% | 48.32%-28.2pp | 35.74%-15.6pp | 28.97%-8.8pp |
| Employer contribution / active EE | $404 | $3,032-86.7% | $3,740-89.2% | $2,590-84.4% |
| Participant deferral / active EE | $4,044 | $3,770+7.3% | $4,880-17.1% | $4,291-5.8% |
| Admin fee / account holder | $173 | $2,030-91.5% | $6,737-97.4% | $1,588-89.1% |