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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,967 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,841 | $55,446+26.0% | $155,574-55.1% | $74,429-6.2% |
| Participation rate | 77.8% | 61.9%+15.9pp | 78.2%-0.4pp | 67.2%+10.6pp |
| Annual return | 14.93% | 269.20%-254.3pp | 64.87%-49.9pp | 1368.38%-1353.4pp |
| Employer contribution / active EE | $1,752 | $2,266-22.7% | $4,676-62.5% | $2,625-33.2% |
| Participant deferral / active EE | $2,738 | $2,836-3.5% | $5,629-51.4% | $4,348-37.0% |
| Admin fee / account holder | $300 | $1,743-82.8% | $15,914-98.1% | $1,944-84.6% |