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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,496 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $19,536 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $9,216 | $43,999-79.1% | $79,466-88.4% | $55,725-83.5% |
| Participation rate | 72.0% | 66.9%+5.1pp | 73.3%-1.3pp | 70.9%+1.1pp |
| Annual return | -5.41% | 1.81%-7.2pp | 718.28%-723.7pp | 244.93%-250.3pp |
| Employer contribution / active EE | $303 | $1,830-83.4% | $2,800-89.2% | $2,078-85.4% |
| Participant deferral / active EE | $963 | $2,538-62.1% | $3,704-74.0% | $3,356-71.3% |
| Admin fee / account holder | $42 | $118-64.4% | $5,104-99.2% | $115-63.6% |