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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROYAL ALLIANCE ASSOCIATES INC. Service code 49 | Other Services | $12,332 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 P.O. BOX 9394 · DESMOINES, IA 503069394 | Contract Administrator | $6,402 |
Service code 49 · EIN 93-0987232 10 EXCHANGE PLACE · JERSEY CITY, NJ 021165010 | Other Services | $0 |
Filed as: WILSHIRE ASSOCIATES INC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Service code 27 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,078 | $64,119+59.2% | $112,228-9.0% | $66,914+52.5% |
| Participation rate | 51.8% | 68.5%-16.6pp | 75.1%-23.2pp | 69.8%-18.0pp |
| Annual return | -14.74% | -13.81%-0.9pp | 27.45%-42.2pp | 1.58%-16.3pp |
| Employer contribution / active EE | $0 | $3,005-100.0% | $3,635-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $8,707 | $3,693+135.8% | $4,728+84.2% | $4,237+105.5% |
| Admin fee / account holder | $96 | $625-84.7% | $6,410-98.5% | $593-83.9% |