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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $90,173 |
UBS FINANCIAL SERVICES INC4+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $37,803 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return 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 | $40,547 | $64,311-37.0% | $110,243-63.2% | $75,289-46.1% |
| Participation rate | 93.1% | 79.3%+13.9pp | 79.8%+13.3pp | 72.4%+20.7pp |
| Annual return | -7.05% | -1.74%-5.3pp | 314.76%-321.8pp | -0.04%-7.0pp |
| Employer contribution / active EE | $1,185 | $2,404-50.7% | $3,827-69.0% | $2,405-50.7% |
| Participant deferral / active EE | $3,569 | $3,892-8.3% | $4,672-23.6% | $3,739-4.5% |
| Admin fee / account holder | $48 | $88-45.4% | $8,548-99.4% | $102-53.3% |