Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,756 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,336 | $60,165-82.8% | $74,184-86.1% | $55,167-81.3% |
| Participation rate | 55.5% | 74.2%-18.7pp | 76.6%-21.1pp | 69.0%-13.5pp |
| Annual return | 86.79% | 10.00%+76.8pp | 17.74%+69.1pp | 169.23%-82.4pp |
| Employer contribution / active EE | $518 | $1,600-67.6% | $2,370-78.2% | $1,963-73.6% |
| Participant deferral / active EE | $1,601 | $2,973-46.2% | $3,550-54.9% | $3,054-47.6% |
| Admin fee / account holder | $88 | $419-79.0% | $5,586-98.4% | $504-82.5% |