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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $199,978 |
MOSAIC FAMILY WEALTH, LLC4 years Service code 27 · EIN 47-3192561 | Advisory (Plan) | $0 |
PURSHE KAPLAN STERLING INV4 years Filed as: PURSHE KAPLAN STERLING INVESTMENTS Service code 27 · EIN 13-3749682 | Advisory (Plan) | $0 |
Filed as: QUALIFIED PENSION SERVICES INC. Service code 13 · EIN 84-1365788 | Contract Administrator | $0 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,506 | $56,540-21.3% | $185,849-76.1% | $86,821-48.7% |
| Participation rate | 86.7% | 65.5%+21.1pp | 81.7%+4.9pp | 72.3%+14.4pp |
| Annual return | 14.60% | 118.20%-103.6pp | 122.10%-107.5pp | 97.94%-83.3pp |
| Employer contribution / active EE | $514 | $1,844-72.1% | $5,169-90.0% | $2,406-78.6% |
| Participant deferral / active EE | $3,491 | $2,555+36.6% | $5,569-37.3% | $4,132-15.5% |
| Admin fee / account holder | $269 | $150+79.8% | $16,244-98.3% | $170+58.7% |