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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,852 |
Service code 49 · EIN 95-3845382 | Other Services | $6,825 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,445 | $77,638-76.2% | $156,551-88.2% | $62,881-70.7% |
| Participation rate | 77.3% | 71.2%+6.1pp | 84.0%-6.7pp | 69.3%+8.0pp |
| Annual return | 4.69% | 50.33%-45.6pp | 32.23%-27.5pp | 20.14%-15.5pp |
| Employer contribution / active EE | $2,273 | $3,444-34.0% | $5,501-58.7% | $2,281-0.4% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $120 | $5,561-97.8% | $13,028-99.1% | $4,296-97.2% |