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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,746 |
WILSHIRE ASSOCIATES INCORPORATED1+ 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 | $38,377 | $45,152-15.0% | $73,836-48.0% | $59,633-35.6% |
| Participation rate | 98.8% | 64.0%+34.7pp | 73.4%+25.3pp | 68.7%+30.1pp |
| Annual return | -1.40% | 27.40%-28.8pp | 2268.06%-2269.5pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $5,418 | $1,901+184.9% | $2,787+94.4% | $2,203+146.0% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $136 | $3,515-96.1% | $4,882-97.2% | $4,297-96.8% |