Filed October 15, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $68,350 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $38,127 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $121,605 | $101,591+19.7% | $147,096-17.3% | $74,429+63.4% |
| Participation rate | 97.5% | 75.5%+22.0pp | 82.2%+15.4pp | 67.2%+30.3pp |
| Annual return | 12.99% | 8746.45%-8733.5pp | 419.75%-406.8pp | 1368.38%-1355.4pp |
| Employer contribution / active EE | $9,369 | $3,813+145.7% | $4,936+89.8% | $2,625+256.9% |
| Participant deferral / active EE | $7,239 | $7,302-0.9% | $8,071-10.3% | $4,348+66.5% |
| Admin fee / account holder | $329 | $1,750-81.2% | $13,005-97.5% | $1,944-83.1% |