Filed October 29, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INS CO Service code 13 · EIN 42-0127290 | Contract Administrator | $34,932 |
ERISA SERVICES, INC.2 years Filed as: ERISA SERVICES INC Service code 13 · EIN 62-1200951 | Contract Administrator | $9,420 |
EQUITABLE ADVISORS LLC5 years Filed as: EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $7,338 |
Filed as: WILSHIRE ADVISORS, LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISOS, LLC Service code 27 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,996 | $50,919-52.9% | $155,556-84.6% | $77,762-69.1% |
| Participation rate | 76.4% | 63.1%+13.3pp | 78.2%-1.9pp | 70.6%+5.8pp |
| Annual return | 11.62% | 34.84%-23.2pp | 64.84%-53.2pp | 31.27%-19.7pp |
| Employer contribution / active EE | $1,816 | $1,991-8.8% | $4,675-61.1% | $2,728-33.4% |
| Participant deferral / active EE | $2,378 | $2,824-15.8% | $5,631-57.8% | $4,651-48.9% |
| Admin fee / account holder | $77 | $437-82.3% | $15,885-99.5% | $433-82.1% |