Filed October 3, 2022
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,287 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $2,848 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $90,100 | $89,364+0.8% | $141,177-36.2% | $72,983+23.5% |
| Participation rate | 64.9% | 75.1%-10.2pp | 82.5%-17.5pp | 69.5%-4.6pp |
| Annual return | 21.30% | 111.86%-90.6pp | 71.40%-50.1pp | 81.01%-59.7pp |
| Employer contribution / active EE | $1,004 | $3,115-67.8% | $4,736-78.8% | $2,440-58.9% |
| Participant deferral / active EE | $2,992 | $5,419-44.8% | $6,710-55.4% | $3,608-17.1% |
| Admin fee / account holder | $125 | $5,959-97.9% | $10,263-98.8% | $5,124-97.6% |