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| Provider | Service type | Compensation |
|---|---|---|
SHUMAKER, LOOP & KENDRICK, LLP1+ years Filed as: SHUMAKER, LOOP & KENDRICK Service code 29 · EIN 34-4439491 | Legal | $17,203 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,540 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $8,147 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,455 | $57,921-37.1% | $84,753-57.0% | $57,658-36.8% |
| Participation rate | 99.5% | 72.9%+26.6pp | 76.6%+22.9pp | 70.2%+29.3pp |
| Annual return | -0.73% | 10.24%-11.0pp | 22.78%-23.5pp | 5.13%-5.9pp |
| Employer contribution / active EE | $2,990 | $2,598+15.1% | $3,574-16.3% | $1,974+51.5% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $114 | $130-11.9% | $5,333-97.9% | $95+20.8% |