Filed September 18, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $47,694 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP INC Service code 49 · EIN 27-2037969 | Other Services | $20,329 |
Filed as: KESTRA ADVISORY SERVICES, INC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $9,993 |
Filed as: MUTUAL OF AMERICA Service code 12 · EIN 13-1614399 | Account maintenance fees; Claims proc... | $613 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Filed as: WILSHIRE ASSOCIATES INC. Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 | 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 | $92,886 | $44,873+107.0% | $79,467+16.9% | $56,289+65.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | -3.94% | 0.81%-4.7pp | 718.30%-722.2pp | -9.96%+6.0pp |
| Employer contribution / active EE | $6,177 | $2,140+188.6% | $2,800+120.6% | $2,111+192.6% |
| Participant deferral / active EE | $8,303 | $2,746+202.4% | $3,704+124.2% | $3,350+147.8% |
| Admin fee / account holder | $152 | $418-63.7% | $5,104-97.0% | $521-70.8% |