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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $13,225 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $760 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $51,380 | $46,173+11.3% | $170,439-69.9% | $69,631-26.2% |
| Participation rate | 92.6% | 63.9%+28.7pp | 83.6%+9.0pp | 70.7%+21.9pp |
| Annual return | 16.40% | 21.62%-5.2pp | 205.94%-189.5pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $2,071 | $1,610+28.7% | $5,433-61.9% | $2,032+1.9% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $2 | $116-97.9% | $13,881-100.0% | $110-97.8% |