Filed November 1, 2022
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,860 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Filed as: WILSHIRE ADVISORS, LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant 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 | $26,956 | $55,470-51.4% | $155,556-82.7% | $74,478-63.8% |
| Participation rate | 78.9% | 61.9%+17.0pp | 78.2%+0.7pp | 67.2%+11.7pp |
| Annual return | 11.47% | 269.80%-258.3pp | 64.84%-53.4pp | 1370.56%-1359.1pp |
| Employer contribution / active EE | $3,062 | $2,267+35.1% | $4,675-34.5% | $2,626+16.6% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,631-100.0% | $4,350-100.0% |
| Admin fee / account holder | $24 | $1,744-98.6% | $15,885-99.8% | $1,946-98.7% |