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| Provider | Service type | Compensation |
|---|---|---|
S B H U LIFE AGENCY INC3 years Service code 49 · EIN 13-2896238 | Other Services | $39,795 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,912 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,055 | $79,181+26.4% | $102,423-2.3% | $74,429+34.4% |
| Participation rate | 89.2% | 74.8%+14.5pp | 76.5%+12.7pp | 67.2%+22.0pp |
| Annual return | 12.96% | 54.97%-42.0pp | 29.42%-16.5pp | 1368.38%-1355.4pp |
| Employer contribution / active EE | $742 | $2,362-68.6% | $3,023-75.4% | $2,625-71.7% |
| Participant deferral / active EE | $5,879 | $4,416+33.1% | $5,054+16.3% | $4,348+35.2% |
| Admin fee / account holder | $40 | $2,002-98.0% | $9,455-99.6% | $1,944-98.0% |