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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40,399 |
USI CONSULTING GROUP1+ years Filed as: USI SECURITIES INC Service code 49 · EIN 06-1493970 | Other Services | $8,539 |
USI CONSULTING GROUP1+ years Filed as: USI CONSULTING GROUP INC Service code 13 · EIN 06-1053228 | Contract Administrator | $5,384 |
WILSHIRE ASSOCIATES INCORPORATED1+ 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 | $29,995 | $93,131-67.8% | $106,554-71.8% | $86,821-65.5% |
| Participation rate | 93.8% | 81.4%+12.3pp | 76.1%+17.6pp | 72.3%+21.5pp |
| Annual return | 0.00% | 19.45%-19.5pp | 26.80%-26.8pp | 97.94%-97.9pp |
| Employer contribution / active EE | $3,116 | $2,895+7.6% | $2,819+10.5% | $2,406+29.5% |
| Participant deferral / active EE | $8,741 | $4,708+85.6% | $4,398+98.7% | $4,132+111.6% |
| Admin fee / account holder | $159 | $145+9.3% | $7,408-97.9% | $170-6.5% |