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 | $16,689 |
EQUITABLE ADVISORS LLC4 years Filed as: EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $12,315 |
ERISA SERVICES, INC.1 year Filed as: ERISA SERVICES INC Service code 13 · EIN 62-1200951 | Contract Administrator | $6,142 |
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 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,740 | $47,126-43.3% | $149,673-82.1% | $74,419-64.1% |
| Participation rate | 76.6% | 63.4%+13.2pp | 78.8%-2.1pp | 70.7%+5.9pp |
| Annual return | 14.36% | 22.75%-8.4pp | 134.42%-120.1pp | 34.38%-20.0pp |
| Employer contribution / active EE | $1,706 | $1,905-10.5% | $4,818-64.6% | $2,637-35.3% |
| Participant deferral / active EE | $2,165 | $2,728-20.6% | $5,680-61.9% | $4,528-52.2% |
| Admin fee / account holder | $67 | $343-80.6% | $13,210-99.5% | $348-80.9% |