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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $25,677 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,615 |
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 | $93,917 | $80,753+16.3% | $136,298-31.1% | $62,293+50.8% |
| Participation rate | 88.9% | 73.5%+15.4pp | 81.9%+7.0pp | 69.5%+19.4pp |
| Annual return | 18.00% | 35.83%-17.8pp | 5156.27%-5138.3pp | 28.90%-10.9pp |
| Employer contribution / active EE | $3,744 | $2,884+29.8% | $4,696-20.3% | $2,042+83.3% |
| Participant deferral / active EE | $5,140 | $5,164-0.5% | $6,247-17.7% | $3,169+62.2% |
| Admin fee / account holder | $78 | $525-85.1% | $9,244-99.2% | $479-83.7% |