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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $87,587 |
UBS FINANCIAL SERVICES INC3+ years Service code 49 · EIN 51-0120742 | Other Services | $24,775 |
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 | $42,685 | $67,228-36.5% | $117,861-63.8% | $77,958-45.2% |
| Participation rate | 93.9% | 79.4%+14.5pp | 79.7%+14.3pp | 71.6%+22.3pp |
| Annual return | 17.54% | 19.13%-1.6pp | 335.11%-317.6pp | 20.87%-3.3pp |
| Employer contribution / active EE | $1,153 | $2,211-47.9% | $3,786-69.6% | $2,310-50.1% |
| Participant deferral / active EE | $3,368 | $3,653-7.8% | $4,482-24.9% | $3,537-4.8% |
| Admin fee / account holder | $48 | $76-36.6% | $8,021-99.4% | $97-50.7% |