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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,183 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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 | $15,884 | $36,916-57.0% | $156,551-89.9% | $57,658-72.5% |
| Participation rate | 74.8% | 63.4%+11.4pp | 84.0%-9.2pp | 70.2%+4.6pp |
| Annual return | 5.85% | 12.38%-6.5pp | 32.23%-26.4pp | 5.13%+0.7pp |
| Employer contribution / active EE | $852 | $1,571-45.7% | $5,501-84.5% | $1,974-56.8% |
| Participant deferral / active EE | $1,253 | $1,926-35.0% | $4,871-74.3% | $3,061-59.1% |
| Admin fee / account holder | $22 | $82-73.3% | $13,028-99.8% | $95-76.7% |