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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,158 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,878 | $25,302+10.2% | $74,723-62.7% | $67,582-58.7% |
| Participation rate | 5.4% | 37.8%-32.4pp | 54.5%-49.1pp | 71.3%-65.9pp |
| Annual return | 24.93% | 10291.17%-10266.2pp | 753.18%-728.2pp | 378.57%-353.6pp |
| Employer contribution / active EE | $0 | $446-100.0% | $1,084-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $422 | $954-55.8% | $1,962-78.5% | $3,539-88.1% |
| Admin fee / account holder | $19 | $108-82.4% | $3,335-99.4% | $142-86.7% |