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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,367 |
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 | $43,049 | $48,078-10.5% | $78,676-45.3% | $62,881-31.5% |
| Participation rate | 89.0% | 65.2%+23.8pp | 73.6%+15.4pp | 69.3%+19.7pp |
| Annual return | 5.25% | 31.36%-26.1pp | 62.19%-56.9pp | 20.14%-14.9pp |
| Employer contribution / active EE | $4,987 | $2,015+147.5% | $2,850+75.0% | $2,281+118.6% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $141 | $3,206-95.6% | $4,510-96.9% | $4,296-96.7% |