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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $144,418 |
Filed as: AMERIPRISE FINANCIAL SVCS INC - 205 Service code 49 · EIN 41-0973005 | Other Services | $54,170 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $58,021 | $100,801-42.4% | $149,751-61.3% | $73,415-21.0% |
| Participation rate | 80.5% | 77.7%+2.8pp | 82.5%-2.0pp | 72.2%+8.3pp |
| Annual return | 2.79% | 265.34%-262.5pp | 276.71%-273.9pp | 59.30%-56.5pp |
| Employer contribution / active EE | $5,469 | $3,312+65.2% | $4,646+17.7% | $2,234+144.8% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $262 | $181+45.0% | $9,312-97.2% | $158+66.0% |