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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 |
SAN LUIS WEALTH ADVISORS1+ years Filed as: SAM LUIS WEALTH ADVISORS 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 | $110,483-14.2% | $145,433-34.8% | $79,634+19.0% |
| Participation rate | 86.8% | 71.1%+15.7pp | 82.1%+4.7pp | 62.5%+24.3pp |
| Annual return | 0.00% | 24.62%-24.6pp | 66.58%-66.6pp | 36.46%-36.5pp |
| Employer contribution / active EE | $995 | $4,053-75.5% | $4,554-78.2% | $2,529-60.7% |
| Participant deferral / active EE | $3,053 | $7,216-57.7% | $7,897-61.3% | $3,835-20.4% |
| Admin fee / account holder | $247 | $680-63.7% | $13,129-98.1% | $1,002-75.4% |