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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $157,717 |
MOSAIC FAMILY WEALTH, LLC3 years Service code 27 · EIN 47-3192561 | Advisory (Plan) | $44,475 |
Filed as: QUALIFIED PENSION SERVICES INC. Service code 13 · EIN 84-1365788 | Contract Administrator | $17,429 |
PURSHE KAPLAN STERLING INV3 years Filed as: PURSHE KAPLAN STERLING INVESTMENTS Service code 27 · EIN 13-3749682 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,613 | $52,293-24.2% | $178,503-77.8% | $73,412-46.0% |
| Participation rate | 91.2% | 65.3%+25.9pp | 81.9%+9.3pp | 72.2%+19.0pp |
| Annual return | 17.60% | 34.75%-17.2pp | 151.12%-133.5pp | 59.30%-41.7pp |
| Employer contribution / active EE | $1 | $1,736-99.9% | $5,011-100.0% | $2,234-99.9% |
| Participant deferral / active EE | $3,491 | $2,333+49.6% | $5,202-32.9% | $3,806-8.3% |
| Admin fee / account holder | $222 | $127+74.7% | $13,987-98.4% | $158+40.9% |