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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,325 |
THE BANK ADVISORY GROUP, L.L.C.1 year Service code 49 · EIN 26-0059945 | Other Services | $5,498 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,338 | $88,515-7.0% | $162,163-49.2% | $67,579+21.8% |
| Participation rate | 99.8% | 86.8%+13.0pp | 87.6%+12.2pp | 71.3%+28.5pp |
| Annual return | 17.66% | 27.04%-9.4pp | 115.59%-97.9pp | 378.56%-360.9pp |
| Employer contribution / active EE | $3,632 | $3,563+1.9% | $5,614-35.3% | $2,148+69.1% |
| Participant deferral / active EE | $4,331 | $5,724-24.3% | $7,298-40.7% | $3,539+22.4% |
| Admin fee / account holder | $44 | $124-64.7% | $10,843-99.6% | $142-69.3% |