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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,109 |
AMERICAS 401K, INC.1 year Filed as: AMERICAS 401K INC Service code 13 · EIN 75-2261114 | Contract Administrator | $4,925 |
Service code 49 · EIN 52-2114207 | Other Services | $3,881 |
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 | $11,375 | $39,819-71.4% | $67,834-83.2% | $57,658-80.3% |
| Participation rate | 45.7% | 61.2%-15.5pp | 68.8%-23.1pp | 70.2%-24.5pp |
| Annual return | 7.48% | 9.19%-1.7pp | 138.47%-131.0pp | 5.13%+2.4pp |
| Employer contribution / active EE | $1,018 | $1,277-20.3% | $2,403-57.7% | $1,974-48.4% |
| Participant deferral / active EE | $1,317 | $2,209-40.4% | $3,160-58.3% | $3,061-57.0% |
| Admin fee / account holder | $90 | $84+7.0% | $4,622-98.1% | $95-5.3% |