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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $25,644 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,474 |
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 | $72,501 | $75,183-3.6% | $123,894-41.5% | $55,167+31.4% |
| Participation rate | 94.1% | 72.8%+21.3pp | 81.4%+12.7pp | 69.0%+25.1pp |
| Annual return | 11.30% | 19.01%-7.7pp | 47.52%-36.2pp | 169.23%-157.9pp |
| Employer contribution / active EE | $1,420 | $2,823-49.7% | $4,617-69.2% | $1,963-27.6% |
| Participant deferral / active EE | $5,903 | $5,084+16.1% | $5,984-1.4% | $3,054+93.3% |
| Admin fee / account holder | $218 | $663-67.1% | $8,357-97.4% | $504-56.7% |