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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $125,228 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $62,046 |
OMNIA PARATUS LLC1 year Service code 13 · EIN 92-1123026 | Contract Administrator | $25,484 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,954 | $29,569-12.2% | $56,077-53.7% | $77,714-66.6% |
| Participation rate | 96.9% | 32.6%+64.2pp | 52.5%+44.4pp | 70.6%+26.3pp |
| Annual return | 19.50% | 18.90%+0.6pp | 1709.28%-1689.8pp | 31.26%-11.8pp |
| Employer contribution / active EE | $2,307 | $569+305.6% | $1,040+121.7% | $2,727-15.4% |
| Participant deferral / active EE | $4,994 | $1,061+370.8% | $1,954+155.6% | $4,649+7.4% |
| Admin fee / account holder | $228 | $1,042-78.1% | $2,825-91.9% | $433-47.4% |