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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,236 |
JULY BUSINESS SERVICES1 year Service code 13 · EIN 74-2715820 | Contract Administrator | $4,835 |
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.
Participant 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.
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 | $13,021 | $52,884-75.4% | $84,753-84.6% | $55,167-76.4% |
| Participation rate | 53.5% | 67.5%-14.0pp | 76.6%-23.1pp | 69.0%-15.5pp |
| Annual return | 7.16% | 18.03%-10.9pp | 22.78%-15.6pp | 169.23%-162.1pp |
| Employer contribution / active EE | $970 | $2,233-56.6% | $3,574-72.9% | $1,963-50.6% |
| Participant deferral / active EE | $1,057 | $2,644-60.0% | $3,712-71.5% | $3,054-65.4% |
| Admin fee / account holder | $139 | $581-76.0% | $5,333-97.4% | $504-72.3% |