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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,860 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $4,247 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $11,322 | $58,101-80.5% | $118,946-90.5% | $73,412-84.6% |
| Participation rate | 34.7% | 56.1%-21.4pp | 75.4%-40.7pp | 72.2%-37.4pp |
| Annual return | 23.86% | 20.56%+3.3pp | 35.89%-12.0pp | 59.30%-35.4pp |
| Employer contribution / active EE | $284 | $1,445-80.3% | $3,263-91.3% | $2,234-87.3% |
| Participant deferral / active EE | $1,080 | $2,400-55.0% | $4,266-74.7% | $3,806-71.6% |
| Admin fee / account holder | $100 | $138-27.7% | $6,581-98.5% | $158-36.8% |