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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,154 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $1,110 | $62,928-98.2% | $172,752-99.4% | $67,579-98.4% |
| Participation rate | 88.4% | 64.5%+24.0pp | 82.6%+5.8pp | 71.3%+17.2pp |
| Annual return | 16.46% | 30.36%-13.9pp | 802.97%-786.5pp | 378.56%-362.1pp |
| Employer contribution / active EE | $469 | $1,636-71.3% | $5,144-90.9% | $2,148-78.1% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $23 | $167-86.5% | $13,955-99.8% | $142-84.2% |