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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,030 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,213 | $43,423+82.4% | $78,676+0.7% | $55,167+43.6% |
| Participation rate | 99.6% | 68.0%+31.5pp | 73.6%+26.0pp | 69.0%+30.6pp |
| Annual return | 1.42% | 11.53%-10.1pp | 62.19%-60.8pp | 169.23%-167.8pp |
| Employer contribution / active EE | $4,953 | $1,997+148.1% | $2,850+73.8% | $1,963+152.4% |
| Participant deferral / active EE | $1,423 | $2,509-43.3% | $3,517-59.5% | $3,054-53.4% |
| Admin fee / account holder | $7 | $416-98.3% | $4,510-99.8% | $504-98.6% |