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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $125,758 |
RESOURCE 1, INC.8 years Service code 27 · EIN 20-3941578 | Advisory (Plan) | $45,734 |
LINCOLN NATIONAL CORPORATION10+ years Filed as: LINCOLN-APS Service code 13 · EIN 35-1140070 | Contract Administrator | $700 |
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 26 · EIN 74-1625348 | Advisory (Participants) | $90 |
AXA EQUITABLE LIFE INSURANCE CO10+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ASDVISORS LLC Service code 27 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,323 | $44,398+53.9% | $103,693-34.1% | $65,191+4.8% |
| Participation rate | 21.8% | 54.3%-32.5pp | 72.6%-50.8pp | 63.0%-41.2pp |
| Annual return | 10.03% | 325.62%-315.6pp | 47.61%-37.6pp | 51.24%-41.2pp |
| Employer contribution / active EE | $801 | $1,702-53.0% | $2,920-72.6% | $2,400-66.6% |
| Participant deferral / active EE | $642 | $1,797-64.3% | $4,579-86.0% | $2,671-76.0% |
| Admin fee / account holder | $251 | $856-70.7% | $7,858-96.8% | $907-72.4% |