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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 | $44,206+54.6% | $94,057-27.4% | $64,728+5.6% |
| Participation rate | 21.8% | 51.0%-29.2pp | 73.3%-51.5pp | 57.9%-36.1pp |
| Annual return | 10.03% | 259.42%-249.4pp | 480.62%-470.6pp | 49.38%-39.3pp |
| Employer contribution / active EE | $801 | $1,635-51.0% | $2,933-72.7% | $2,243-64.3% |
| Participant deferral / active EE | $642 | $1,902-66.2% | $4,709-86.4% | $2,729-76.5% |
| Admin fee / account holder | $251 | $1,230-79.6% | $7,244-96.5% | $1,145-78.1% |