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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $58,702 |
ANCHOR POINT FINANCIAL1+ years Service code 27 · EIN 33-1941117 | Advisory (Plan) | $11,535 |
ORENDA RETIREMENT, LLC1+ years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $9,500 |
SAN LUIS WEALTH ADVISORS1+ years Service code 27 | Advisory (Plan) | $500 |
SAM LUIS WEALTH ADVISORS1+ years Service code 27 · EIN 85-1106436 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,765 | $105,248-10.0% | $147,318-35.7% | $71,012+33.4% |
| Participation rate | 86.8% | 66.1%+20.7pp | 82.1%+4.8pp | 58.6%+28.3pp |
| Annual return | 0.00% | 26.02%-26.0pp | 70.43%-70.4pp | 37.67%-37.7pp |
| Employer contribution / active EE | $995 | $3,785-73.7% | $4,593-78.3% | $2,348-57.6% |
| Participant deferral / active EE | $3,053 | $6,452-52.7% | $7,906-61.4% | $3,246-6.0% |
| Admin fee / account holder | $247 | $862-71.4% | $13,708-98.2% | $1,167-78.8% |