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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,738 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $11,426 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $6,684 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $47,271 | $54,390-13.1% | $117,039-59.6% | $69,631-32.1% |
| Participation rate | 96.2% | 58.5%+37.6pp | 77.2%+19.0pp | 70.7%+25.5pp |
| Annual return | 21.04% | 18.33%+2.7pp | 18.95%+2.1pp | 27571.02%-27550.0pp |
| Employer contribution / active EE | $1,561 | $1,357+15.1% | $3,785-58.7% | $2,032-23.2% |
| Participant deferral / active EE | $4,150 | $2,076+100.0% | $3,929+5.6% | $3,224+28.7% |
| Admin fee / account holder | $61 | $98-38.1% | $5,974-99.0% | $110-45.2% |