Filed November 29, 2017
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,622 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $11,215 | $41,854-73.2% | $73,836-84.8% | $52,331-78.6% |
| Participation rate | 96.6% | 66.2%+30.4pp | 73.4%+23.2pp | 68.1%+28.5pp |
| Annual return | 0.00% | 2.11%-2.1pp | 2268.06%-2268.1pp | 4.54%-4.5pp |
| Employer contribution / active EE | $6,396 | $1,920+233.1% | $2,787+129.4% | $1,882+239.9% |
| Participant deferral / active EE | $3,242 | $2,498+29.8% | $3,583-9.5% | $3,022+7.3% |
| Admin fee / account holder | $45 | $493-90.8% | $4,882-99.1% | $592-92.4% |