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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,823 |
KESTRA INVESTMENT SERVICES LLC3+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 17 · EIN 35-2552359 | Pension Consulting | $13,832 |
ASCENSUS LLC3+ years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 13 · EIN 31-1560462 | Contract Administrator | $3,396 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return 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 | $98,371 | $51,638+90.5% | $68,368+43.9% | $82,448+19.3% |
| Participation rate | 98.4% | 63.6%+34.8pp | 73.8%+24.7pp | 68.1%+30.4pp |
| Annual return | 0.04% | 37.53%-37.5pp | 292.57%-292.5pp | 41.64%-41.6pp |
| Employer contribution / active EE | $7,685 | $2,047+275.5% | $2,649+190.1% | $2,551+201.3% |
| Participant deferral / active EE | $11,171 | $2,914+283.4% | $4,123+171.0% | $4,139+169.9% |
| Admin fee / account holder | $263 | $4,643-94.3% | $5,150-94.9% | $7,234-96.4% |