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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,119 |
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 | $743 | $37,196-98.0% | $154,108-99.5% | $55,725-98.7% |
| Participation rate | 90.3% | 64.1%+26.2pp | 83.0%+7.2pp | 70.9%+19.4pp |
| Annual return | 0.00% | 1319.68%-1319.7pp | 735.21%-735.2pp | 244.93%-244.9pp |
| Employer contribution / active EE | $799 | $1,614-50.5% | $5,298-84.9% | $2,078-61.6% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $5 | $102-95.2% | $13,411-100.0% | $115-95.7% |