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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $26,434 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,383 |
WILSHIRE ASSOCIATES INCORPORATED7+ 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,695 | $51,226+94.6% | $82,744+20.5% | $66,938+48.9% |
| Participation rate | 66.7% | 67.9%-1.2pp | 72.6%-5.9pp | 69.8%-3.1pp |
| Annual return | -18.09% | -9.61%-8.5pp | 702.22%-720.3pp | 1.58%-19.7pp |
| Employer contribution / active EE | $626 | $2,612-76.0% | $3,008-79.2% | $2,545-75.4% |
| Participant deferral / active EE | $4,469 | $3,460+29.2% | $4,395+1.7% | $4,238+5.5% |
| Admin fee / account holder | $139 | $416-66.5% | $5,325-97.4% | $594-76.6% |