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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $157,153 |
Service code 49 · EIN 87-3100347 | Other Services | $0 |
MOSAIC FAMILY WEALTH, LLC5 years Service code 27 · EIN 47-3192561 | Advisory (Plan) | $0 |
Filed as: QUALIFIED PENSION SERVICES INC. Service code 13 · EIN 84-1365788 | Contract Administrator | $0 |
WILSHIRE ASSOCIATES INCORPORATED8+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,370 | $46,332-23.7% | $143,797-75.4% | $64,824-45.4% |
| Participation rate | 84.9% | 64.2%+20.7pp | 80.3%+4.6pp | 71.5%+13.4pp |
| Annual return | -17.14% | -10.05%-7.1pp | -0.04%-17.1pp | 32.84%-50.0pp |
| Employer contribution / active EE | $974 | $1,911-49.0% | $4,952-80.3% | $2,507-61.2% |
| Participant deferral / active EE | $3,436 | $2,647+29.8% | $5,638-39.1% | $4,311-20.3% |
| Admin fee / account holder | $202 | $154+31.5% | $14,679-98.6% | $188+7.7% |