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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $55,567 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $24,072 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,191 | $73,102-14.9% | $123,544-49.7% | $56,287+10.5% |
| Participation rate | 82.0% | 74.3%+7.7pp | 82.3%-0.3pp | 69.9%+12.2pp |
| Annual return | -8.14% | 3.01%-11.1pp | 119.20%-127.3pp | -9.96%+1.8pp |
| Employer contribution / active EE | $2,908 | $2,977-2.3% | $4,628-37.2% | $2,111+37.7% |
| Participant deferral / active EE | $6,120 | $5,423+12.9% | $6,426-4.7% | $3,350+82.7% |
| Admin fee / account holder | $292 | $554-47.2% | $9,284-96.8% | $521-43.9% |