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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $59,538 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,515 | $37,196-71.7% | $154,107-93.2% | $55,725-81.1% |
| Participation rate | 91.4% | 64.1%+27.3pp | 83.0%+8.3pp | 70.9%+20.5pp |
| Annual return | -5.07% | 1319.68%-1324.7pp | 735.12%-740.2pp | 244.93%-250.0pp |
| Employer contribution / active EE | $400 | $1,614-75.2% | $5,298-92.5% | $2,078-80.8% |
| Participant deferral / active EE | $987 | $2,068-52.3% | $5,081-80.6% | $3,356-70.6% |
| Admin fee / account holder | $101 | $102-1.0% | $13,411-99.3% | $115-12.7% |