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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 34-1004471 | Other Services | $9,015 |
VALMARK ADVISERS INC4 years Filed as: VALMARK SECURITIES INC Service code 49 · EIN 34-1724087 | Other Services | $7,472 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,825 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $87,171 | $89,652-2.8% | $141,191-38.3% | $65,185+33.7% |
| Participation rate | 95.9% | 74.7%+21.2pp | 82.5%+13.4pp | 70.2%+25.7pp |
| Annual return | 21.22% | 32.79%-11.6pp | 71.41%-50.2pp | 29.38%-8.2pp |
| Employer contribution / active EE | $1,067 | $3,065-65.2% | $4,736-77.5% | $2,177-51.0% |
| Participant deferral / active EE | $6,857 | $5,691+20.5% | $6,710+2.2% | $3,514+95.1% |
| Admin fee / account holder | $9 | $569-98.4% | $10,264-99.9% | $847-98.9% |