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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,533 |
Service code 13 · EIN 31-1299207 | Contract Administrator | $2,900 |
SBHU LIFE AGENCY INC2 years Service code 49 | Other Services | $1,433 |
SBHU LIFE AGENCY INC3 years Filed as: SBHU LIFE AGENCY Service code 49 · EIN 13-2896238 | Other Services | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,104 | $87,132-36.8% | $105,624-47.8% | $80,959-31.9% |
| Participation rate | 90.2% | 70.4%+19.8pp | 75.3%+15.0pp | 67.7%+22.6pp |
| Annual return | 29.41% | 17.03%+12.4pp | 116.20%-86.8pp | 35.67%-6.3pp |
| Employer contribution / active EE | $2,933 | $2,397+22.4% | $3,168-7.4% | $2,757+6.4% |
| Participant deferral / active EE | $5,292 | $3,985+32.8% | $5,013+5.6% | $4,300+23.1% |
| Admin fee / account holder | $88 | $8,449-99.0% | $10,961-99.2% | $6,925-98.7% |