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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $146,877 |
Service code 49 · EIN 32-0071428 | Other Services | $31,206 |
THE O.N. EQUITY SALES COMPANY3+ years Filed as: O N EQUITY SALES CO Service code 49 · EIN 31-0742113 | Other Services | $7,332 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,458 | $89,123-14.2% | $102,460-25.4% | $77,762-1.7% |
| Participation rate | 81.3% | 80.9%+0.3pp | 76.5%+4.7pp | 70.6%+10.7pp |
| Annual return | 51.08% | 25.05%+26.0pp | 29.47%+21.6pp | 31.27%+19.8pp |
| Employer contribution / active EE | $3,783 | $2,700+40.1% | $3,025+25.1% | $2,728+38.7% |
| Participant deferral / active EE | $6,842 | $5,148+32.9% | $5,056+35.3% | $4,651+47.1% |
| Admin fee / account holder | $287 | $236+21.6% | $9,460-97.0% | $433-33.7% |