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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,953 |
ORENDA RETIREMENT, LLC3+ years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $9,223 |
Filed as: ANERIPRISE FINANCIAL SERVICES INC. Service code 49 | Other Services | $8,268 |
Filed as: AMERIPRISE FINANCIAL SERVICES INC. Service code 49 · EIN 51-6041053 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,778 | $47,135-72.9% | $149,717-91.5% | $74,440-82.8% |
| Participation rate | 67.3% | 63.4%+3.9pp | 78.8%-11.4pp | 70.7%-3.4pp |
| Annual return | 15.68% | 22.75%-7.1pp | 134.41%-118.7pp | 34.37%-18.7pp |
| Employer contribution / active EE | $913 | $1,906-52.1% | $4,820-81.1% | $2,638-65.4% |
| Participant deferral / active EE | $853 | $2,728-68.7% | $5,682-85.0% | $4,529-81.2% |
| Admin fee / account holder | $87 | $343-74.5% | $13,213-99.3% | $348-74.9% |