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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,828 |
MAY & COMPANY LLP3+ years Filed as: MAY, KAREN L. Service code 49 5980 S MAIN ST STE 100 · CLARKSTON, MI 483462377 | Other Services | $1,895 |
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 | $37,984 | $63,314-40.0% | $91,004-58.3% | $62,293-39.0% |
| Participation rate | 94.7% | 73.3%+21.4pp | 75.6%+19.1pp | 69.5%+25.2pp |
| Annual return | 18.04% | 21.00%-3.0pp | 4.60%+13.4pp | 28.90%-10.9pp |
| Employer contribution / active EE | $587 | $1,807-67.5% | $2,456-76.1% | $2,042-71.3% |
| Participant deferral / active EE | $2,594 | $2,944-11.9% | $3,548-26.9% | $3,169-18.1% |
| Admin fee / account holder | $56 | $468-88.0% | $5,417-99.0% | $479-88.3% |