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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,155 |
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.
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 | $999 | $37,196-97.3% | $154,108-99.4% | $55,725-98.2% |
| Participation rate | 55.2% | 64.1%-8.8pp | 83.0%-27.8pp | 70.9%-15.6pp |
| Annual return | 0.00% | 1319.68%-1319.7pp | 735.21%-735.2pp | 244.93%-244.9pp |
| Employer contribution / active EE | $605 | $1,614-62.5% | $5,298-88.6% | $2,078-70.9% |
| Participant deferral / active EE | $4 | $2,068-99.8% | $5,081-99.9% | $3,356-99.9% |
| Admin fee / account holder | $12 | $102-88.2% | $13,411-99.9% | $115-89.5% |