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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,060 |
THE LEADERS GROUP INC1+ years Service code 49 · EIN 84-1275292 | Other Services | $3,013 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $26,098 | $60,165-56.6% | $74,184-64.8% | $55,167-52.7% |
| Participation rate | 76.4% | 74.2%+2.2pp | 76.6%-0.2pp | 69.0%+7.4pp |
| Annual return | 5.86% | 10.00%-4.1pp | 17.74%-11.9pp | 169.23%-163.4pp |
| Employer contribution / active EE | $601 | $1,600-62.4% | $2,370-74.6% | $1,963-69.4% |
| Participant deferral / active EE | $2,063 | $2,973-30.6% | $3,550-41.9% | $3,054-32.5% |
| Admin fee / account holder | $52 | $419-87.7% | $5,586-99.1% | $504-89.8% |