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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 34-1911721 | Advisory (Plan) | $5,663 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,375 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $16,358 | $46,072-64.5% | $69,779-76.6% | $55,167-70.3% |
| Participation rate | 91.1% | 67.5%+23.6pp | 71.8%+19.3pp | 69.0%+22.1pp |
| Annual return | 8.66% | 8.68%0pp | 12.99%-4.3pp | 169.23%-160.6pp |
| Employer contribution / active EE | $242 | $1,500-83.9% | $2,338-89.7% | $1,963-87.7% |
| Participant deferral / active EE | $1,628 | $2,344-30.5% | $2,931-44.4% | $3,054-46.7% |
| Admin fee / account holder | $38 | $428-91.0% | $4,381-99.1% | $504-92.4% |