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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $100,252 |
AMERIPRISE FINANCIAL SERVICES INC10+ years Service code 49 · EIN 51-6041053 | Other Services | $52,377 |
Filed as: RETIREMENT PLANNERS AND ADMINISTRAT Service code 13 · EIN 62-1038805 | Contract Administrator | $33,036 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,811 | $106,110-3.1% | $147,005-30.1% | $77,671+32.4% |
| Participation rate | 92.4% | 78.4%+14.1pp | 82.2%+10.3pp | 70.6%+21.9pp |
| Annual return | 22.20% | 56.77%-34.6pp | 418.76%-396.6pp | 31.21%-9.0pp |
| Employer contribution / active EE | $5,080 | $4,065+25.0% | $4,934+3.0% | $2,726+86.3% |
| Participant deferral / active EE | $5,038 | $7,992-37.0% | $8,070-37.6% | $4,648+8.4% |
| Admin fee / account holder | $268 | $338-20.7% | $13,006-97.9% | $430-37.8% |