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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,070 |
THE LEADERS GROUP INC2+ years Service code 49 · EIN 84-1275292 | Other Services | $34,391 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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 | $34,820 | $63,905-45.5% | $74,184-53.1% | $57,658-39.6% |
| Participation rate | 70.9% | 79.8%-8.8pp | 76.6%-5.7pp | 70.2%+0.7pp |
| Annual return | 6.13% | 60.60%-54.5pp | 17.74%-11.6pp | 5.13%+1.0pp |
| Employer contribution / active EE | $1,091 | $1,840-40.7% | $2,370-54.0% | $1,974-44.7% |
| Participant deferral / active EE | $1,722 | $3,448-50.0% | $3,550-51.5% | $3,061-43.7% |
| Admin fee / account holder | $58 | $91-35.8% | $5,586-99.0% | $95-38.2% |