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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 50 · EIN 42-0127290 | Direct Payment | $20,129 |
USI CONSULTING GROUP1 year Filed as: USI SECURITIES INC Service code 49 · EIN 06-1493970 | Other Services | $5,264 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,524 | $73,638-81.6% | $95,960-85.9% | $73,493-81.6% |
| Participation rate | 82.4% | 76.2%+6.3pp | 77.1%+5.3pp | 70.7%+11.7pp |
| Annual return | 17.65% | 16.78%+0.9pp | 91.63%-74.0pp | 28.51%-10.9pp |
| Employer contribution / active EE | $1,002 | $1,863-46.2% | $2,541-60.6% | $2,270-55.9% |
| Participant deferral / active EE | $2,240 | $3,617-38.1% | $4,167-46.2% | $3,740-40.1% |
| Admin fee / account holder | $154 | $482-68.0% | $6,797-97.7% | $513-69.9% |