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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDUCIARY FIRST, LLC Service code 27 · EIN 20-5582309 | Advisory (Plan) | $111,751 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,248 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $121,422 | $155,795-22.1% | $136,298-10.9% | $69,631+74.4% |
| Participation rate | 96.0% | 75.2%+20.7pp | 81.9%+14.1pp | 70.7%+25.3pp |
| Annual return | 20.17% | 232464.33%-232444.2pp | 5156.27%-5136.1pp | 27571.02%-27550.9pp |
| Employer contribution / active EE | $5,505 | $2,991+84.1% | $4,696+17.2% | $2,032+170.9% |
| Participant deferral / active EE | $7,330 | $5,394+35.9% | $6,247+17.3% | $3,224+127.4% |
| Admin fee / account holder | $11 | $128-91.1% | $9,244-99.9% | $110-89.6% |