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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $43,742 |
SBHU LIFE AGENCY INC2+ years Filed as: SBHU LIFE AGENCY INC. Service code 49 | Other Services | $24,215 |
BSB1 year Filed as: BSB CONSULTANTS INC Service code 13 · EIN 37-1976641 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Contract Administrator | $5,130 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANANGEMENT Service code 26 | Advisory (Participants) | $0 |
SBHU LIFE AGENCY INC2+ years Service code 49 · EIN 13-2896238 1 NEW YORK PLAZA · NEW YORK, NY 100041901 | Other Services | $0 |
Filed as: WHLSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,862 | $86,692-71.3% | $119,634-79.2% | $66,949-62.9% |
| Participation rate | 84.3% | 75.6%+8.7pp | 79.3%+5.1pp | 69.8%+14.5pp |
| Annual return | -15.63% | -8.00%-7.6pp | -14.98%-0.7pp | 1.57%-17.2pp |
| Employer contribution / active EE | $1,566 | $2,536-38.2% | $4,232-63.0% | $2,545-38.5% |
| Participant deferral / active EE | $4,579 | $4,360+5.0% | $5,601-18.2% | $4,239+8.0% |
| Admin fee / account holder | $234 | $755-69.0% | $10,329-97.7% | $594-60.6% |