Filed April 30, 2021
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 13 · EIN 13-1624203 | Contract Administrator | $18,026 |
PSI ADVISORS LLC1 year Service code 27 · EIN 81-4230782 | Advisory (Plan) | $11,266 |
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $291 |
Filed as: WILSHIRE ASSOCIATES INC Service code 27 | Advisory (Plan) | $0 |
Filed as: WILTSHIRE ASSOCIATES INC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $41,256 | $51,620-20.1% | $90,300-54.3% | $65,185-36.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 31.22% | 24.94%+6.3pp | 78.11%-46.9pp | 29.38%+1.8pp |
| Employer contribution / active EE | $3,963 | $2,235+77.3% | $2,854+38.8% | $2,177+82.0% |
| Participant deferral / active EE | $6,466 | $2,871+125.2% | $3,884+66.4% | $3,514+84.0% |
| Admin fee / account holder | $156 | $384-59.5% | $5,353-97.1% | $847-81.6% |