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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,237 |
Service code 13 · EIN 13-2945975 | Contract Administrator | $14,034 |
CETERA ADVISOR NETWORKS LLC2 years Service code 49 · EIN 95-3845382 | Other Services | $8,522 |
Filed as: MADISON PENSION SERVICES, INC Service code 13 | Contract Administrator | $1,063 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $22,673 | $84,236-73.1% | $170,435-86.7% | $70,126-67.7% |
| Participation rate | 78.1% | 70.8%+7.3pp | 83.6%-5.5pp | 69.5%+8.6pp |
| Annual return | 14.01% | 23.06%-9.0pp | 205.94%-191.9pp | 73.15%-59.1pp |
| Employer contribution / active EE | $2,188 | $3,387-35.4% | $5,432-59.7% | $2,343-6.6% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $246 | $5,698-95.7% | $13,881-98.2% | $4,645-94.7% |