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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,490 |
AMERICAN PORTFOLIOS FINANCIAL3+ years Filed as: AMERICAN PORTFOLIOS FINANCIAL SERVI Service code 49 | Other Services | $16,635 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 60 | Sub-TA Fees | $10,506 |
Service code 25 · EIN 13-5570651 | Directed Trustee | $216 |
Filed as: AMERICAN PORTFOLIOS FINANCIAL SVCS Service code 49 · EIN 11-3018002 | Other Services | $0 |
Filed as: RELIASTAR LIFE INSURANCE CO Service code 60 · EIN 41-0451140 | Sub-TA Fees | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,583 | $43,327+51.4% | $59,878+9.5% | $64,186+2.2% |
| Participation rate | 69.3% | 69.2%+0.2pp | 74.7%-5.4pp | 69.6%-0.3pp |
| Annual return | 8.36% | -1.55%+9.9pp | 3.46%+4.9pp | 7.63%+0.7pp |
| Employer contribution / active EE | $2,761 | $2,028+36.1% | $2,722+1.4% | $2,381+16.0% |
| Participant deferral / active EE | $3,552 | $2,546+39.5% | $3,402+4.4% | $3,470+2.4% |
| Admin fee / account holder | $298 | $3,005-90.1% | $3,590-91.7% | $4,888-93.9% |