Filed October 28, 2020 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
CLARK, SCHAEFER, HACKETT & CO.1+ years Filed as: CLARK, JAMES L. Service code 49 101 W 69TH ST STE 200 · SIOUX FALLS, SD 571082440 | Other Services | $230,928 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,311 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 13 · EIN 06-0566090 | Contract Administrator | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,238 | $46,516+12.3% | $147,618-64.6% | $69,651-25.0% |
| Participation rate | 29.9% | 65.8%-35.9pp | 84.6%-54.7pp | 66.6%-36.7pp |
| Annual return | 3.04% | 9.48%-6.4pp | 61.98%-58.9pp | 53.77%-50.7pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $5,564-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $750 | $2,719-72.4% | $4,895-84.7% | $3,635-79.4% |
| Admin fee / account holder | $11 | $45-75.8% | $11,612-99.9% | $63-82.8% |