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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,622 |
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 | $17,559 | $46,360-62.1% | $147,617-88.1% | $52,331-66.4% |
| Participation rate | 73.0% | 64.9%+8.0pp | 84.6%-11.7pp | 68.1%+4.9pp |
| Annual return | -0.90% | 1.62%-2.5pp | 61.98%-62.9pp | 4.54%-5.4pp |
| Employer contribution / active EE | $886 | $2,126-58.3% | $5,564-84.1% | $1,882-52.9% |
| Participant deferral / active EE | $1,115 | $2,258-50.6% | $4,895-77.2% | $3,022-63.1% |
| Admin fee / account holder | $30 | $766-96.1% | $11,612-99.7% | $592-94.9% |