Filed October 15, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $101,653+19.6% | $147,080-17.3% | $74,459+63.3% |
| Participation rate | 97.5% | 75.6%+22.0pp | 82.2%+15.3pp | 67.2%+30.3pp |
| Annual return | 12.99% | 8754.98%-8742.0pp | 420.17%-407.2pp | 1369.70%-1356.7pp |
| Employer contribution / active EE | $9,369 | $3,813+145.7% | $4,933+89.9% | $2,626+256.8% |
| Participant deferral / active EE | $7,239 | $7,304-0.9% | $8,066-10.3% | $4,350+66.4% |
| Admin fee / account holder | $329 | $1,752-81.2% | $12,989-97.5% | $1,945-83.1% |