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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $93,630 |
OSAIC WEALTH INC1+ years Service code 49 · EIN 93-0987232 | Other Services | $14,026 |
ERISA SERVICES, INC.1+ years Filed as: ERISA SERVICES INC Service code 13 · EIN 62-1200951 | Contract Administrator | $7,127 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WHILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,482 | $112,582-81.8% | $105,624-80.6% | $200,096-89.8% |
| Participation rate | 94.8% | 86.3%+8.5pp | 75.3%+19.5pp | 72.0%+22.7pp |
| Annual return | 15.97% | 15.58%+0.4pp | 116.20%-100.2pp | 34.26%-18.3pp |
| Employer contribution / active EE | $582 | $4,580-87.3% | $3,168-81.6% | $3,038-80.9% |
| Participant deferral / active EE | $2,110 | $6,655-68.3% | $5,013-57.9% | $5,090-58.5% |
| Admin fee / account holder | $86 | $107-19.6% | $10,961-99.2% | $269-68.1% |