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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,143 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,863 | $70,002-25.9% | $115,037-54.9% | $52,331-0.9% |
| Participation rate | 88.8% | 72.1%+16.7pp | 81.4%+7.5pp | 68.1%+20.7pp |
| Annual return | -0.16% | 4.04%-4.2pp | 26.14%-26.3pp | 4.54%-4.7pp |
| Employer contribution / active EE | $4,562 | $2,715+68.0% | $4,608-1.0% | $1,882+142.4% |
| Participant deferral / active EE | $5,419 | $4,920+10.2% | $6,026-10.1% | $3,022+79.3% |
| Admin fee / account holder | $72 | $566-87.4% | $8,175-99.1% | $592-87.9% |