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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,355 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return 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 | $49,789 | $65,083-23.5% | $143,788-65.4% | $66,930-25.6% |
| Participation rate | 85.5% | 65.2%+20.3pp | 80.3%+5.2pp | 69.8%+15.7pp |
| Annual return | -19.42% | -11.13%-8.3pp | -0.03%-19.4pp | 1.57%-21.0pp |
| Employer contribution / active EE | $1,847 | $2,361-21.8% | $4,952-62.7% | $2,545-27.4% |
| Participant deferral / active EE | $3,026 | $2,920+3.7% | $5,638-46.3% | $4,238-28.6% |
| Admin fee / account holder | $235 | $502-53.3% | $14,675-98.4% | $593-60.4% |