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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $519 |
Filed as: WILSHIRE ADVISORS LLC 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,475 | $46,292-45.0% | $143,757-82.3% | $64,808-60.7% |
| Participation rate | 6.8% | 64.2%-57.4pp | 80.3%-73.5pp | 71.5%-64.6pp |
| Annual return | -15.54% | -10.05%-5.5pp | -0.04%-15.5pp | 32.82%-48.4pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $278 | $2,646-89.5% | $5,637-95.1% | $4,310-93.6% |
| Admin fee / account holder | $23 | $154-85.3% | $14,673-99.8% | $188-88.0% |