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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN PORTFOLIOS ADVISORS, INC. Service code 27 | Advisory (Plan) | $22,764 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 64 · EIN 41-0451140 | Recordkeeping Fees | $7,189 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,876 |
BATES & COMPANY, INC.1 year Service code 13 | Contract Administrator | $3,336 |
BATES & COMPANY, INC.1 year Filed as: BATES & CMOPPANY, INC Service code 13 · EIN 59-3465757 | Contract Administrator | $1,650 |
Filed as: AMERICAN PORTFOLIOS ADVISORS, INC Service code 27 · EIN 11-3600438 | Advisory (Plan) | $0 |
EQUITABLE ADVISORS LLC3 years Filed as: EQUITABLE FINANCIAL LIFE INS CO Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISORS, LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,946 | $48,314+96.5% | $67,561+40.5% | $80,925+17.3% |
| Participation rate | 67.3% | 66.4%+0.9pp | 72.9%-5.6pp | 67.7%-0.3pp |
| Annual return | 17.14% | 18.28%-1.1pp | 3525.44%-3508.3pp | 35.65%-18.5pp |
| Employer contribution / active EE | $2,166 | $2,022+7.1% | $2,735-20.8% | $2,756-21.4% |
| Participant deferral / active EE | $4,500 | $2,927+53.8% | $4,003+12.4% | $4,299+4.7% |
| Admin fee / account holder | $51 | $3,690-98.6% | $4,006-98.7% | $6,940-99.3% |