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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $661 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $854 | $37,196-97.7% | $154,111-99.4% | $55,725-98.5% |
| Participation rate | 73.9% | 64.1%+9.9pp | 83.0%-9.1pp | 70.9%+3.1pp |
| Annual return | 0.00% | 1319.68%-1319.7pp | 735.18%-735.2pp | 244.93%-244.9pp |
| Employer contribution / active EE | $640 | $1,614-60.4% | $5,298-87.9% | $2,078-69.2% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $2 | $102-98.0% | $13,411-100.0% | $115-98.3% |