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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,206 |
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 | $51,329 | $53,128-3.4% | $86,582-40.7% | $70,126-26.8% |
| Participation rate | 98.8% | 65.3%+33.5pp | 73.5%+25.2pp | 69.5%+29.2pp |
| Annual return | 16.29% | 27.66%-11.4pp | 965.08%-948.8pp | 73.15%-56.9pp |
| Employer contribution / active EE | $5,825 | $2,068+181.7% | $2,839+105.1% | $2,343+148.6% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $168 | $3,584-95.3% | $4,904-96.6% | $4,645-96.4% |