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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $3,100 |
WILSHIRE ASSOCIATES INCORPORATED1+ 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.
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 | $4,642 | $48,064-90.3% | $78,778-94.1% | $69,631-93.3% |
| Participation rate | 19.7% | 61.6%-41.8pp | 69.2%-49.5pp | 70.7%-51.0pp |
| Annual return | 0.00% | 21.81%-21.8pp | 35.62%-35.6pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $0 | $744-100.0% | $1,986-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $849 | $2,079-59.2% | $2,958-71.3% | $3,224-73.7% |
| Admin fee / account holder | $31 | $152-79.4% | $5,134-99.4% | $110-71.6% |