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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $86,364 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 28 · EIN 41-0451140 | Investment Management | $35,580 |
AMERICAN PORTFOLIOS FINANCIAL2+ years Filed as: AMERICAN PORTFOLIOS FINANCIAL SERVI Service code 49 · EIN 11-3018002 | Other Services | $12,820 |
Filed as: RELIASTAR LIFE INSURACE COMPANY Service code 60 · EIN 41-0451140 | Sub-TA Fees | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,141 | $45,035+29.1% | $62,995-7.7% | $70,131-17.1% |
| Participation rate | 86.8% | 69.5%+17.3pp | 74.8%+12.0pp | 69.5%+17.3pp |
| Annual return | 7.87% | 18.76%-10.9pp | 87.57%-79.7pp | 73.14%-65.3pp |
| Employer contribution / active EE | $3,290 | $2,051+60.4% | $2,759+19.2% | $2,342+40.5% |
| Participant deferral / active EE | $4,640 | $2,465+88.3% | $3,329+39.4% | $3,332+39.3% |
| Admin fee / account holder | $227 | $2,834-92.0% | $3,600-93.7% | $4,645-95.1% |