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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $22,558 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,366 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,155 | $55,470+6.6% | $155,556-62.0% | $74,478-20.6% |
| Participation rate | 65.7% | 61.9%+3.8pp | 78.2%-12.5pp | 67.2%-1.5pp |
| Annual return | 10.90% | 269.80%-258.9pp | 64.84%-53.9pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,187 | $2,838+47.5% | $5,631-25.6% | $4,350-3.8% |
| Admin fee / account holder | $46 | $1,744-97.4% | $15,885-99.7% | $1,946-97.6% |