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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $52,191 |
SBHU LIFE AGENCY INC3+ years Filed as: SBHU LIFE AGENCY INC. Service code 49 | Other Services | $27,113 |
BSB1 year Filed as: BSB CONSULTANTS, INC. Service code 13 · EIN 37-1976641 | Contract Administrator | $5,405 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANANGEMENT Service code 26 | Advisory (Participants) | $0 |
SBHU LIFE AGENCY INC3+ 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 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | 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 | $31,330 | $83,090-62.3% | $130,062-75.9% | $71,529-56.2% |
| Participation rate | 84.2% | 74.1%+10.1pp | 78.5%+5.7pp | 67.9%+16.3pp |
| Annual return | 18.30% | 20.61%-2.3pp | -137.37%+155.7pp | 28.97%-10.7pp |
| Employer contribution / active EE | $1,318 | $2,624-49.8% | $4,322-69.5% | $2,590-49.1% |
| Participant deferral / active EE | $4,250 | $4,436-4.2% | $5,821-27.0% | $4,291-1.0% |
| Admin fee / account holder | $257 | $1,727-85.1% | $10,601-97.6% | $1,588-83.8% |