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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-2675571 | Other Services | $9,513 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $8,718 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,447 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,307 | $61,391-21.3% | $149,723-67.7% | $71,529-32.5% |
| Participation rate | 67.8% | 62.5%+5.3pp | 78.8%-11.0pp | 67.9%-0.1pp |
| Annual return | 16.71% | 35.88%-19.2pp | 134.50%-117.8pp | 28.97%-12.3pp |
| Employer contribution / active EE | $825 | $2,384-65.4% | $4,821-82.9% | $2,590-68.1% |
| Participant deferral / active EE | $4,100 | $2,921+40.4% | $5,682-27.8% | $4,291-4.5% |
| Admin fee / account holder | $27 | $1,264-97.8% | $13,215-99.8% | $1,588-98.3% |