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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $108,798 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC Service code 49 · EIN 93-0987232 | Other Services | $25,238 |
ASSOCIATED PENSION CONSULTANTS10+ years Service code 13 · EIN 11-3271022 | Contract Administrator | $10,993 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,798 | $89,465+3.7% | $164,866-43.7% | $77,671+19.5% |
| Participation rate | 99.1% | 78.6%+20.5pp | 78.6%+20.5pp | 70.6%+28.5pp |
| Annual return | 14.27% | 28.81%-14.5pp | 69.97%-55.7pp | 31.21%-16.9pp |
| Employer contribution / active EE | $2,311 | $2,568-10.0% | $4,343-46.8% | $2,726-15.2% |
| Participant deferral / active EE | $6,766 | $4,897+38.2% | $6,033+12.2% | $4,648+45.6% |
| Admin fee / account holder | $250 | $340-26.3% | $12,689-98.0% | $430-41.8% |