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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $74,624 |
SHUMAKER, LOOP & KENDRICK, LLP3+ years Filed as: SHUMAKER, LOOP & KENDRICK Service code 29 · EIN 34-4439491 | Legal | $13,584 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $9,863 |
Filed as: PLUMBERS & STEAMFITTERS 42 PEN PL Service code 14 · EIN 23-7404110 | Plan Administrator | $6,144 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,938 | $56,443-8.0% | $83,831-38.0% | $55,725-6.8% |
| Participation rate | 98.9% | 72.0%+26.9pp | 76.1%+22.8pp | 70.9%+28.0pp |
| Annual return | 8.73% | 393.67%-384.9pp | 850.99%-842.3pp | 244.93%-236.2pp |
| Employer contribution / active EE | $3,129 | $2,682+16.7% | $3,631-13.8% | $2,078+50.6% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $294 | $156+88.3% | $5,479-94.6% | $115+155.4% |