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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP4 years Filed as: AMERITAS INVESTMENT CORP Service code 49 · EIN 47-0663374 | Other Services | $9,476 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,783 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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 | $33,163 | $54,121-38.7% | $134,155-75.3% | $73,412-54.8% |
| Participation rate | 88.1% | 64.4%+23.8pp | 72.2%+15.9pp | 72.2%+16.0pp |
| Annual return | 12.68% | -312.52%+325.2pp | 36.34%-23.7pp | 59.30%-46.6pp |
| Employer contribution / active EE | $601 | $1,402-57.2% | $3,705-83.8% | $2,234-73.1% |
| Participant deferral / active EE | $3,181 | $2,844+11.9% | $3,500-9.1% | $3,806-16.4% |
| Admin fee / account holder | $17 | $132-87.3% | $6,685-99.7% | $158-89.3% |