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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,552 |
KESTRA INVESTMENT SERVICES LLC2+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 17 · EIN 35-2552359 | Pension Consulting | $11,898 |
ASCENSUS LLC2+ years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 13 · EIN 31-1560462 | Contract Administrator | $8,791 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,659 | $60,454+21.8% | $81,844-10.0% | $74,459-1.1% |
| Participation rate | 99.1% | 63.0%+36.1pp | 72.4%+26.7pp | 67.2%+31.9pp |
| Annual return | 27.02% | 16.87%+10.1pp | 778.87%-751.9pp | 1369.70%-1342.7pp |
| Employer contribution / active EE | $7,906 | $2,630+200.7% | $2,916+171.1% | $2,626+201.1% |
| Participant deferral / active EE | $11,368 | $3,398+234.5% | $4,323+162.9% | $4,350+161.4% |
| Admin fee / account holder | $179 | $1,490-88.0% | $7,355-97.6% | $1,945-90.8% |