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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,490 |
AMERICAN PORTFOLIOS FINANCIAL7+ years Filed as: AMERICAN PORTFOLIOS FINANCIAL SERVI Service code 49 | Other Services | $23,320 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 60 · EIN 41-0451140 | Sub-TA Fees | $10,746 |
Service code 21 · EIN 59-0905430 | Bank Trustee | $7,008 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE FINANCIAL LIFE INS CO Service code 25 · EIN 13-5570651 | Directed Trustee | $535 |
Filed as: AMERICAN PORTFOLIOS FINANCIAL SVCS Service code 49 · EIN 11-3018002 | Other Services | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,832 | $42,909+86.1% | $60,906+31.1% | $68,486+16.6% |
| Participation rate | 74.7% | 66.8%+7.9pp | 73.1%+1.6pp | 67.9%+6.8pp |
| Annual return | -11.32% | -13.99%+2.7pp | 16.94%-28.3pp | -7.85%-3.5pp |
| Employer contribution / active EE | $1,966 | $1,979-0.6% | $2,703-27.3% | $2,597-24.3% |
| Participant deferral / active EE | $4,373 | $2,866+52.6% | $3,814+14.7% | $4,028+8.6% |
| Admin fee / account holder | $57 | $3,104-98.2% | $3,227-98.2% | $5,404-98.9% |