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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $87,364 |
HARTLAND & CO1 year Service code 27 · EIN 34-1597728 | Advisory (Plan) | $5,625 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant 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 | $16,386 | $36,916-55.6% | $156,549-89.5% | $57,658-71.6% |
| Participation rate | 99.2% | 63.4%+35.8pp | 84.0%+15.2pp | 70.2%+29.0pp |
| Annual return | 6.36% | 12.38%-6.0pp | 32.23%-25.9pp | 5.13%+1.2pp |
| Employer contribution / active EE | $1,699 | $1,571+8.2% | $5,501-69.1% | $1,974-13.9% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $154 | $82+86.1% | $13,027-98.8% | $95+62.4% |