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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,818 |
VSR FINANCIAL SERVICES INC1+ years Service code 49 · EIN 43-1302302 | Other Services | $3,202 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,399 | $47,969-22.0% | $85,969-56.5% | $52,331-28.5% |
| Participation rate | 96.6% | 61.7%+34.8pp | 76.5%+20.0pp | 68.1%+28.5pp |
| Annual return | -0.27% | -0.13%-0.1pp | 9.32%-9.6pp | 4.54%-4.8pp |
| Employer contribution / active EE | $1,343 | $1,460-8.0% | $3,474-61.3% | $1,882-28.6% |
| Participant deferral / active EE | $3,637 | $2,110+72.3% | $3,829-5.0% | $3,022+20.3% |
| Admin fee / account holder | $50 | $530-90.6% | $6,053-99.2% | $592-91.6% |