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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,961 |
FOUNDATION RISK PARTNERS1 year Filed as: FOUNDATION RISK PARTNERS CORP Service code 49 · EIN 81-5191759 | Other Services | $1,503 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,718 | $88,087+22.3% | $164,866-34.7% | $74,546+44.5% |
| Participation rate | 70.4% | 73.1%-2.7pp | 78.6%-8.2pp | 67.2%+3.2pp |
| Annual return | 15.09% | 17.27%-2.2pp | 69.97%-54.9pp | 1366.03%-1350.9pp |
| Employer contribution / active EE | $0 | $2,595-100.0% | $4,343-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,651 | $4,499-41.1% | $6,033-56.1% | $4,347-39.0% |
| Admin fee / account holder | $285 | $2,232-87.2% | $12,689-97.8% | $1,944-85.3% |