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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,084 |
THE LEADERS GROUP INC2+ years Service code 49 · EIN 84-1275292 | Other Services | $3,734 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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 | $33,351 | $64,909-48.6% | $82,313-59.5% | $62,293-46.5% |
| Participation rate | 80.6% | 74.9%+5.7pp | 76.9%+3.7pp | 69.5%+11.0pp |
| Annual return | 17.95% | 21.18%-3.2pp | 25.88%-7.9pp | 28.90%-10.9pp |
| Employer contribution / active EE | $643 | $1,676-61.6% | $2,428-73.5% | $2,042-68.5% |
| Participant deferral / active EE | $2,309 | $3,103-25.6% | $3,706-37.7% | $3,169-27.2% |
| Admin fee / account holder | $32 | $440-92.7% | $5,608-99.4% | $479-93.3% |