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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,331 |
Service code 13 · EIN 31-1299207 | Contract Administrator | $3,645 |
SBHU LIFE AGENCY INC1 year Service code 49 | Other Services | $1,326 |
SBHU LIFE AGENCY INC2 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 | $54,013 | $79,955-32.4% | $98,461-45.1% | $75,173-28.1% |
| Participation rate | 87.4% | 70.4%+17.0pp | 75.2%+12.2pp | 67.2%+20.2pp |
| Annual return | 17.57% | 19.75%-2.2pp | 21.17%-3.6pp | 160.72%-143.1pp |
| Employer contribution / active EE | $2,863 | $2,264+26.5% | $3,049-6.1% | $2,671+7.2% |
| Participant deferral / active EE | $5,487 | $3,752+46.2% | $4,738+15.8% | $4,126+33.0% |
| Admin fee / account holder | $92 | $6,841-98.7% | $8,961-99.0% | $5,651-98.4% |