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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $139,880 |
MOSAIC FAMILY WEALTH, LLC2 years Service code 27 · EIN 47-3192561 | Advisory (Plan) | $39,148 |
Filed as: QUALIFIED PENSION SERVICES INC. Service code 13 · EIN 84-1365788 | Contract Administrator | $15,649 |
PURSHE KAPLAN STERLING INV2 years Filed as: PURSHE KAPLAN STERLING INVESTMENTS Service code 27 · EIN 13-3749682 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $29,249 | $62,928-53.5% | $172,753-83.1% | $67,582-56.7% |
| Participation rate | 91.5% | 64.5%+27.0pp | 82.6%+8.8pp | 71.3%+20.2pp |
| Annual return | 23.07% | 30.36%-7.3pp | 803.00%-779.9pp | 378.57%-355.5pp |
| Employer contribution / active EE | $932 | $1,636-43.0% | $5,144-81.9% | $2,148-56.6% |
| Participant deferral / active EE | $2,938 | $2,145+37.0% | $5,198-43.5% | $3,539-17.0% |
| Admin fee / account holder | $176 | $167+5.9% | $13,956-98.7% | $142+24.0% |