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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $696 |
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.
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.
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 | $6,710 | $23,385-71.3% | $69,182-90.3% | $57,658-88.4% |
| Participation rate | 6.4% | 37.9%-31.6pp | 55.1%-48.8pp | 70.2%-63.9pp |
| Annual return | 0.00% | -659.34%+659.3pp | -21.93%+21.9pp | 5.13%-5.1pp |
| Employer contribution / active EE | $17 | $422-96.1% | $1,206-98.6% | $1,974-99.2% |
| Participant deferral / active EE | $308 | $843-63.5% | $1,897-83.8% | $3,061-90.0% |
| Admin fee / account holder | $17 | $82-79.8% | $2,697-99.4% | $95-82.5% |