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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $46,907 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,555 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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 | $53,639 | $37,196+44.2% | $154,108-65.2% | $55,725-3.7% |
| Participation rate | 80.0% | 64.1%+15.9pp | 83.0%-3.0pp | 70.9%+9.1pp |
| Annual return | -4.08% | 1319.68%-1323.8pp | 735.21%-739.3pp | 244.93%-249.0pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,702 | $2,068+30.6% | $5,081-46.8% | $3,356-19.5% |
| Admin fee / account holder | $8 | $102-92.4% | $13,411-99.9% | $115-93.3% |