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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,881 |
Filed as: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $5,354 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,086 | $37,196-64.8% | $154,108-91.5% | $55,725-76.5% |
| Participation rate | 94.1% | 64.1%+30.0pp | 83.0%+11.0pp | 70.9%+23.2pp |
| Annual return | 5.48% | 1319.68%-1314.2pp | 735.21%-729.7pp | 244.93%-239.5pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,002 | $2,068-51.5% | $5,081-80.3% | $3,356-70.1% |
| Admin fee / account holder | $43 | $102-57.6% | $13,411-99.7% | $115-62.6% |