Filed December 16, 2014
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| Provider | Service type | Compensation |
|---|---|---|
SIGMA FINANCIAL CORPORATION5+ years Service code 49 · EIN 38-2472555 | Other Services | $20,685 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,012 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $32,626 | $52,961-38.4% | $172,752-81.1% | $65,185-49.9% |
| Participation rate | 75.5% | 66.2%+9.3pp | 82.6%-7.2pp | 70.2%+5.3pp |
| Annual return | 19.11% | 30.12%-11.0pp | 802.97%-783.9pp | 29.38%-10.3pp |
| Employer contribution / active EE | $1,049 | $2,190-52.1% | $5,144-79.6% | $2,177-51.8% |
| Participant deferral / active EE | $1,242 | $2,471-49.7% | $5,198-76.1% | $3,514-64.6% |
| Admin fee / account holder | $59 | $472-87.5% | $13,955-99.6% | $847-93.1% |