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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $596 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,962 | $54,590-94.6% | $81,726-96.4% | $73,497-96.0% |
| Participation rate | 8.8% | 68.3%-59.5pp | 72.0%-63.2pp | 70.7%-61.8pp |
| Annual return | 42.77% | 17.74%+25.0pp | 29.49%+13.3pp | 28.51%+14.3pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $4,311-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $175 | $2,759-93.6% | $7,108-97.5% | $3,740-95.3% |
| Admin fee / account holder | $30 | $592-95.0% | $5,160-99.4% | $513-94.2% |