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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,037 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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.
Employer 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $6,390 | $124,414-94.9% | $115,170-94.5% | $67,579-90.5% |
| Participation rate | 36.0% | 58.1%-22.1pp | 75.9%-40.0pp | 71.3%-35.3pp |
| Annual return | 30.10% | 29.40%+0.7pp | 35.60%-5.5pp | 378.56%-348.5pp |
| Employer contribution / active EE | $277 | $1,454-81.0% | $3,179-91.3% | $2,148-87.1% |
| Participant deferral / active EE | $1,058 | $2,331-54.6% | $4,169-74.6% | $3,539-70.1% |
| Admin fee / account holder | $61 | $361-83.1% | $7,089-99.1% | $142-57.1% |