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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,273 |
EDWARD JONES5+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $19,337 |
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 | $63,812 | $49,138+29.9% | $84,023-24.1% | $65,186-2.1% |
| Participation rate | 80.5% | 60.7%+19.8pp | 69.0%+11.5pp | 70.2%+10.3pp |
| Annual return | 24.03% | 23.00%+1.0pp | 71.32%-47.3pp | 29.39%-5.4pp |
| Employer contribution / active EE | $1,249 | $914+36.7% | $1,984-37.1% | $2,177-42.6% |
| Participant deferral / active EE | $2,733 | $2,397+14.0% | $3,239-15.6% | $3,514-22.2% |
| Admin fee / account holder | $233 | $543-57.0% | $6,102-96.2% | $847-72.5% |