Filed October 3, 2022
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,412 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $2,590 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $79,369 | $77,816+2.0% | $123,552-35.8% | $64,173+23.7% |
| Participation rate | 76.7% | 74.7%+2.0pp | 82.3%-5.6pp | 69.6%+7.1pp |
| Annual return | -4.80% | 12.49%-17.3pp | 119.20%-124.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,465 | $3,014-51.4% | $4,628-68.4% | $2,381-38.5% |
| Participant deferral / active EE | $3,611 | $5,240-31.1% | $6,426-43.8% | $3,470+4.1% |
| Admin fee / account holder | $136 | $5,519-97.5% | $9,285-98.5% | $4,887-97.2% |