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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,357 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,957 | $58,895-95.0% | $178,503-98.3% | $73,497-96.0% |
| Participation rate | 98.3% | 66.2%+32.1pp | 81.9%+16.4pp | 70.7%+27.6pp |
| Annual return | 17.69% | 24.86%-7.2pp | 151.12%-133.4pp | 28.51%-10.8pp |
| Employer contribution / active EE | $928 | $2,236-58.5% | $5,011-81.5% | $2,270-59.1% |
| Participant deferral / active EE | $10 | $2,567-99.6% | $5,202-99.8% | $3,740-99.7% |
| Admin fee / account holder | $52 | $400-87.0% | $13,987-99.6% | $513-89.9% |