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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,457 |
ABACUS BENEFIT CONSULTANTS INC2+ years Filed as: ABACUS BENEFIT CONSULTANTS Service code 49 · EIN 05-0460654 | Other Services | $0 |
ABACUS BENEFIT CONSULTANTS INC2+ years Service code 49 | Other Services | $0 |
IBBOTSON ASSOCIATES INC.2+ years Filed as: IBBOTSON ASSOCIATES INC Service code 26 | Advisory (Participants) | $0 |
Service code 49 · EIN 74-2794194 | Other Services | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT INC. Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Filed as: WILSHIRE ASSOCIATES INC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,222 | $36,916-1.9% | $156,549-76.9% | $57,658-37.2% |
| Participation rate | 58.2% | 63.4%-5.2pp | 84.0%-25.8pp | 70.2%-12.0pp |
| Annual return | 8.47% | 12.38%-3.9pp | 32.23%-23.8pp | 5.13%+3.3pp |
| Employer contribution / active EE | $1,670 | $1,571+6.4% | $5,501-69.6% | $1,974-15.4% |
| Participant deferral / active EE | $3,345 | $1,926+73.7% | $4,871-31.3% | $3,061+9.3% |
| Admin fee / account holder | $14 | $82-83.0% | $13,027-99.9% | $95-85.2% |