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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDUCIARY FIRST, LLC Service code 27 · EIN 20-5582309 | Advisory (Plan) | $81,959 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,203 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,044 | $80,177+51.0% | $123,894-2.3% | $57,658+109.9% |
| Participation rate | 97.7% | 74.4%+23.3pp | 81.4%+16.3pp | 70.2%+27.5pp |
| Annual return | 8.97% | 17.90%-8.9pp | 47.52%-38.5pp | 5.13%+3.8pp |
| Employer contribution / active EE | $6,720 | $2,913+130.7% | $4,617+45.6% | $1,974+240.5% |
| Participant deferral / active EE | $8,625 | $5,130+68.1% | $5,984+44.1% | $3,061+181.8% |
| Admin fee / account holder | $12 | $106-88.7% | $8,357-99.9% | $95-87.3% |