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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,482 |
LPL FINANCIAL1+ years Filed as: KMS FINANCIAL SERVICES Service code 27 · EIN 91-0850651 | Advisory (Plan) | $6,307 |
TRAUTMANN MAHER & ASSOCIATES1+ years Service code 15 15130 MAIN STREET · MILL CREEK, WA 98012 | Recordkeeping | $5,055 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 91-0850651 | Advisory (Plan) | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,960 | $46,360-7.3% | $147,617-70.9% | $52,331-17.9% |
| Participation rate | 84.5% | 64.9%+19.6pp | 84.6%-0.1pp | 68.1%+16.4pp |
| Annual return | -0.79% | 1.62%-2.4pp | 61.98%-62.8pp | 4.54%-5.3pp |
| Employer contribution / active EE | $671 | $2,126-68.5% | $5,564-87.9% | $1,882-64.4% |
| Participant deferral / active EE | $3,093 | $2,258+37.0% | $4,895-36.8% | $3,022+2.4% |
| Admin fee / account holder | $146 | $766-80.9% | $11,612-98.7% | $592-75.3% |