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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $113,157 |
PFS INVESTMENTS5 years Filed as: PFS INVESTMENTS INC. Service code 49 · EIN 58-1436188 | Other Services | $36,704 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,495 | $46,332-25.5% | $143,799-76.0% | $64,819-46.8% |
| Participation rate | 93.7% | 64.2%+29.5pp | 80.3%+13.4pp | 71.5%+22.2pp |
| Annual return | -11.78% | -10.05%-1.7pp | -0.04%-11.7pp | 32.84%-44.6pp |
| Employer contribution / active EE | $965 | $1,911-49.5% | $4,952-80.5% | $2,507-61.5% |
| Participant deferral / active EE | $3,145 | $2,647+18.8% | $5,638-44.2% | $4,311-27.1% |
| Admin fee / account holder | $174 | $154+13.2% | $14,677-98.8% | $188-7.3% |