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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,323 | $61,058+11.9% | $71,209-4.1% | $85,563-20.1% |
| Participation rate | 21.8% | 58.6%-36.7pp | 73.8%-51.9pp | 66.0%-44.2pp |
| Annual return | 10.03% | 100.41%-90.4pp | 282.51%-272.5pp | 31.51%-21.5pp |
| Employer contribution / active EE | $801 | $2,199-63.6% | $2,721-70.6% | $2,654-69.8% |
| Participant deferral / active EE | $642 | $3,173-79.8% | $4,175-84.6% | $4,375-85.3% |
| Admin fee / account holder | $251 | $855-70.7% | $5,349-95.3% | $834-69.9% |