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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $65,111 |
ARONSON LLC3+ years Service code 10 · EIN 37-1611326 | Accounting | $14,178 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,066 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $107,650 | $155,795-30.9% | $136,298-21.0% | $69,631+54.6% |
| Participation rate | 92.6% | 75.2%+17.4pp | 81.9%+10.7pp | 70.7%+21.9pp |
| Annual return | 16.93% | 232464.33%-232447.4pp | 5156.27%-5139.3pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $1,836 | $2,991-38.6% | $4,696-60.9% | $2,032-9.7% |
| Participant deferral / active EE | $7,301 | $5,394+35.4% | $6,247+16.9% | $3,224+126.5% |
| Admin fee / account holder | $12 | $128-91.0% | $9,244-99.9% | $110-89.5% |