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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $98,713 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC Service code 49 · EIN 93-0987232 | Other Services | $20,938 |
ASSOCIATED PENSION CONSULTANTS9+ years Service code 13 · EIN 11-3271022 | Contract Administrator | $7,762 |
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 | $86,399 | $91,406-5.5% | $130,062-33.6% | $74,473+16.0% |
| Participation rate | 98.0% | 77.8%+20.2pp | 78.5%+19.5pp | 70.7%+27.3pp |
| Annual return | 22.77% | 23.21%-0.4pp | -137.37%+160.1pp | 34.36%-11.6pp |
| Employer contribution / active EE | $2,670 | $2,565+4.1% | $4,322-38.2% | $2,638+1.2% |
| Participant deferral / active EE | $7,078 | $4,724+49.9% | $5,821+21.6% | $4,530+56.3% |
| Admin fee / account holder | $233 | $283-17.9% | $10,601-97.8% | $347-33.0% |