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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $110,635 |
Filed as: PRINCIPAL SECURITIES, INC Service code 49 · EIN 42-0941553 | Other Services | $49,084 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,380 | $50,902+105.1% | $155,534-32.9% | $77,736+34.3% |
| Participation rate | 99.8% | 63.1%+36.7pp | 78.2%+21.6pp | 70.6%+29.2pp |
| Annual return | 15.24% | 34.85%-19.6pp | 64.92%-49.7pp | 31.26%-16.0pp |
| Employer contribution / active EE | $5,350 | $1,991+168.7% | $4,675+14.5% | $2,728+96.1% |
| Participant deferral / active EE | $5,607 | $2,824+98.5% | $5,630-0.4% | $4,651+20.6% |
| Admin fee / account holder | $186 | $437-57.5% | $15,900-98.8% | $433-57.1% |