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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $21,645 |
ALLSTATE FINANCIAL SERVICES LLC8+ years Service code 49 · EIN 47-0826838 2920 S 84TH STREET · LINCOLN, NE 68506 | Other Services | $6,863 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 · EIN 31-1582098 700 W 47TH ST STE 1100 · KANSAS CITY, MO 64112 | Contract Administrator | $1,373 |
WILSHIRE ASSOCIATES INCORPORATED8+ years Service code 27 · EIN 95-2755361 1299 OCEAN AVE · SANTA MONICA, CA 90401 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,091 | $64,119-7.8% | $112,228-47.3% | $66,914-11.7% |
| Participation rate | 72.0% | 68.5%+3.5pp | 75.1%-3.1pp | 69.8%+2.2pp |
| Annual return | -17.27% | -13.81%-3.5pp | 27.45%-44.7pp | 1.58%-18.8pp |
| Employer contribution / active EE | $0 | $3,005-100.0% | $3,635-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $6,788 | $3,693+83.8% | $4,728+43.6% | $4,237+60.2% |
| Admin fee / account holder | $101 | $625-83.9% | $6,410-98.4% | $593-83.0% |