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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PACKERLAND BROKERAGE SERVICES, INC. Service code 49 | Other Services | $21,423 |
Filed as: PRINCIPAL LIFE INSURACE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $1,858 |
Service code 49 · EIN 39-1794957 | Other Services | $0 |
Filed as: WILSHIRE ASSOCAITES INCORPORATED Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,435 | $78,422+20.4% | $95,952-1.6% | $79,858+18.3% |
| Participation rate | 93.2% | 73.5%+19.7pp | 77.1%+16.1pp | 69.6%+23.5pp |
| Annual return | 12.46% | 19.37%-6.9pp | 91.61%-79.2pp | 31.71%-19.3pp |
| Employer contribution / active EE | $459 | $1,945-76.4% | $2,541-81.9% | $2,471-81.4% |
| Participant deferral / active EE | $3,797 | $3,440+10.4% | $4,167-8.9% | $3,740+1.5% |
| Admin fee / account holder | $19 | $5,622-99.7% | $6,795-99.7% | $5,306-99.6% |