Filed December 16, 2014
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,386 |
SIGMA FINANCIAL CORPORATION5 years Filed as: SIGMA PLANNING CORPORATION Service code 27 · EIN 38-2472558 | Advisory (Plan) | $9,178 |
724 CAPITAL, LLC1 year Service code 27 · EIN 87-3761300 | Advisory (Plan) | $9,068 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC 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 | $39,707 | $45,343-12.4% | $150,298-73.6% | $67,986-41.6% |
| Participation rate | 81.0% | 51.9%+29.2pp | 77.8%+3.3pp | 57.2%+23.8pp |
| Annual return | 13.62% | 33.28%-19.7pp | 62.79%-49.2pp | 31.67%-18.0pp |
| Employer contribution / active EE | $1,803 | $1,462+23.3% | $4,154-56.6% | $2,019-10.7% |
| Participant deferral / active EE | $2,549 | $2,055+24.1% | $5,453-53.2% | $3,358-24.1% |
| Admin fee / account holder | $267 | $2,250-88.2% | $14,116-98.1% | $3,203-91.7% |