Filed November 25, 2025
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,471 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA NETWORK LLC Service code 49 · EIN 06-1555494 | Other Services | $9,097 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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 | $39,919 | $50,385-20.8% | $75,670-47.2% | $62,292-35.9% |
| Participation rate | 97.1% | 67.7%+29.4pp | 72.3%+24.8pp | 69.5%+27.6pp |
| Annual return | 10.30% | 19.90%-9.6pp | 27.34%-17.0pp | 28.90%-18.6pp |
| Employer contribution / active EE | $1,515 | $1,537-1.4% | $2,352-35.6% | $2,042-25.8% |
| Participant deferral / active EE | $2,926 | $2,445+19.6% | $3,142-6.9% | $3,169-7.7% |
| Admin fee / account holder | $119 | $384-69.0% | $5,800-97.9% | $479-75.2% |