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| Provider | Service type | Compensation |
|---|---|---|
RIDGE RETIREMENT CONSULTANTS LLC1+ years Service code 27 · EIN 46-5319173 | Advisory (Plan) | $33,091 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,218 |
NFP RETIREMENT INC1+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $1,311 |
WILSHIRE ASSOCIATES INCORPORATED1+ 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 | $73,449 | $57,108+28.6% | $94,229-22.1% | $52,331+40.4% |
| Participation rate | 85.1% | 72.9%+12.2pp | 78.8%+6.3pp | 68.1%+17.0pp |
| Annual return | 0.70% | 1.47%-0.8pp | 10.68%-10.0pp | 4.54%-3.8pp |
| Employer contribution / active EE | $618 | $1,735-64.4% | $3,587-82.8% | $1,882-67.1% |
| Participant deferral / active EE | $5,025 | $3,040+65.3% | $4,320+16.3% | $3,022+66.3% |
| Admin fee / account holder | $45 | $546-91.7% | $6,269-99.3% | $592-92.3% |