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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $136,918 |
AXA EQUITABLE LIFE INSURANCE CO4+ years Filed as: AXA DISTRIBUTION HOLDING CORP Service code 27 · EIN 13-4078005 | Advisory (Plan) | $66,692 |
Service code 49 · EIN 86-1001235 6530 N. 16TH STREET · PHOENIX, AZ 85016 | Other Services | $24,378 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,347 | $56,443+37.0% | $83,848-7.8% | $55,725+38.8% |
| Participation rate | 95.0% | 72.0%+23.0pp | 76.1%+18.9pp | 70.9%+24.2pp |
| Annual return | -7.60% | 393.67%-401.3pp | 850.88%-858.5pp | 244.93%-252.5pp |
| Employer contribution / active EE | $9,579 | $2,682+257.2% | $3,631+163.8% | $2,078+361.0% |
| Participant deferral / active EE | $4,113 | $2,965+38.7% | $4,082+0.8% | $3,356+22.6% |
| Admin fee / account holder | $156 | $156+0.1% | $5,478-97.1% | $115+35.7% |