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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $13,679 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,513 |
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 | $30,501 | $46,100-33.8% | $86,582-64.8% | $69,631-56.2% |
| Participation rate | 31.3% | 67.2%-35.9pp | 73.5%-42.3pp | 70.7%-39.4pp |
| Annual return | 14.77% | 21.02%-6.2pp | 965.08%-950.3pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $286 | $1,850-84.5% | $2,839-89.9% | $2,032-85.9% |
| Participant deferral / active EE | $977 | $2,432-59.8% | $3,609-72.9% | $3,224-69.7% |
| Admin fee / account holder | $77 | $94-17.7% | $4,904-98.4% | $110-30.1% |