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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $14,686 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,513 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,220 | $44,873+65.4% | $79,467-6.6% | $56,289+31.9% |
| Participation rate | 69.8% | 68.7%+1.1pp | 73.3%-3.5pp | 69.9%0pp |
| Annual return | 11.73% | 0.81%+10.9pp | 718.30%-706.6pp | -9.96%+21.7pp |
| Employer contribution / active EE | $584 | $2,140-72.7% | $2,800-79.2% | $2,111-72.4% |
| Participant deferral / active EE | $2,727 | $2,746-0.7% | $3,704-26.4% | $3,350-18.6% |
| Admin fee / account holder | $84 | $418-79.8% | $5,104-98.3% | $521-83.8% |