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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,101 |
DAVIS WRIGHT TREMAINE1+ years Filed as: DAVIS, DAVID Service code 49 1801 W GRAND RIVER AVE · OKEMOS, MI 488641805 | Other Services | $7,320 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer 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 | $29,361 | $53,412-45.0% | $68,509-57.1% | $52,331-43.9% |
| Participation rate | 81.1% | 71.7%+9.4pp | 74.7%+6.4pp | 68.1%+13.0pp |
| Annual return | -0.72% | 3.42%-4.1pp | 8.27%-9.0pp | 4.54%-5.3pp |
| Employer contribution / active EE | $288 | $1,607-82.1% | $2,278-87.4% | $1,882-84.7% |
| Participant deferral / active EE | $1,700 | $2,688-36.8% | $3,382-49.7% | $3,022-43.7% |
| Admin fee / account holder | $73 | $461-84.2% | $5,275-98.6% | $592-87.7% |