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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERITAS INVESTMENT CORP Service code 49 · EIN 47-0663374 | Other Services | $6,968 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,595 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,217 | $45,324-46.6% | $122,354-80.2% | $69,631-65.2% |
| Participation rate | 89.2% | 59.9%+29.3pp | 71.6%+17.6pp | 70.7%+18.6pp |
| Annual return | 20.02% | 25.35%-5.3pp | 30.28%-10.3pp | 27571.02%-27551.0pp |
| Employer contribution / active EE | $610 | $1,230-50.4% | $4,051-84.9% | $2,032-70.0% |
| Participant deferral / active EE | $2,891 | $2,367+22.1% | $3,287-12.1% | $3,224-10.3% |
| Admin fee / account holder | $7 | $87-91.6% | $5,479-99.9% | $110-93.4% |