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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,265 |
ICC INSURANCE AGENCY1+ years Filed as: ICC INSURANCE AGENCY INC Service code 49 · EIN 04-3079587 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant 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 | $32,908 | $70,002-53.0% | $115,038-71.4% | $52,331-37.1% |
| Participation rate | 82.8% | 72.1%+10.7pp | 81.4%+1.4pp | 68.1%+14.7pp |
| Annual return | 7.26% | 4.04%+3.2pp | 26.14%-18.9pp | 4.54%+2.7pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,296 | $4,920-33.0% | $6,026-45.3% | $3,022+9.0% |
| Admin fee / account holder | $25 | $566-95.6% | $8,175-99.7% | $592-95.7% |