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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40,638 |
TRIAD ADVISORS INC7 years Service code 49 · EIN 65-0173164 | Other Services | $30,979 |
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 27 · EIN 82-1301701 | Advisory (Plan) | $12,192 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,581 | $50,820-45.7% | $155,567-82.3% | $77,671-64.5% |
| Participation rate | 92.3% | 63.1%+29.2pp | 78.2%+14.1pp | 70.6%+21.7pp |
| Annual return | 14.23% | 34.85%-20.6pp | 64.74%-50.5pp | 31.21%-17.0pp |
| Employer contribution / active EE | $1,851 | $1,993-7.1% | $4,674-60.4% | $2,726-32.1% |
| Participant deferral / active EE | $3,805 | $2,823+34.8% | $5,628-32.4% | $4,648-18.1% |
| Admin fee / account holder | $62 | $436-85.7% | $15,916-99.6% | $430-85.5% |