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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,303 |
Filed as: ANERIPRISE FINANCIAL SERVICES INC. Service code 49 | Other Services | $11,937 |
ORENDA RETIREMENT, LLC4+ years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $11,299 |
Filed as: AMERIPRISE FINANCIAL SERVICES INC. Service code 49 · EIN 51-6041053 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,836 | $50,815-70.8% | $155,509-90.5% | $77,643-80.9% |
| Participation rate | 65.6% | 63.1%+2.5pp | 78.2%-12.6pp | 70.6%-4.9pp |
| Annual return | 16.34% | 34.80%-18.5pp | 64.67%-48.3pp | 31.24%-14.9pp |
| Employer contribution / active EE | $1,053 | $1,993-47.2% | $4,672-77.5% | $2,726-61.4% |
| Participant deferral / active EE | $843 | $2,822-70.1% | $5,626-85.0% | $4,647-81.9% |
| Admin fee / account holder | $89 | $437-79.6% | $15,912-99.4% | $430-79.3% |