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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $16,265 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,987 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,308 | $51,620+59.5% | $90,304-8.9% | $65,185+26.3% |
| Participation rate | 63.2% | 68.6%-5.5pp | 73.3%-10.1pp | 70.2%-7.0pp |
| Annual return | 7.05% | 24.94%-17.9pp | 78.13%-71.1pp | 29.38%-22.3pp |
| Employer contribution / active EE | $650 | $2,235-70.9% | $2,855-77.2% | $2,177-70.1% |
| Participant deferral / active EE | $2,641 | $2,871-8.0% | $3,885-32.0% | $3,514-24.8% |
| Admin fee / account holder | $91 | $384-76.4% | $5,354-98.3% | $847-89.3% |