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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,497 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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.
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 | $7,698 | $33,067-76.7% | $76,518-89.9% | $56,289-86.3% |
| Participation rate | 27.4% | 55.4%-28.0pp | 68.0%-40.6pp | 69.9%-42.5pp |
| Annual return | -5.62% | 2.72%-8.3pp | -0.27%-5.4pp | -9.96%+4.3pp |
| Employer contribution / active EE | $555 | $1,200-53.8% | $2,647-79.0% | $2,111-73.7% |
| Participant deferral / active EE | $1,030 | $2,240-54.0% | $3,836-73.2% | $3,350-69.3% |
| Admin fee / account holder | $265 | $537-50.6% | $4,849-94.5% | $521-49.1% |