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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,690 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 92-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,274 | $39,286-61.1% | $80,741-81.1% | $79,391-80.8% |
| Participation rate | 10.4% | 41.0%-30.6pp | 54.2%-43.8pp | 70.7%-60.3pp |
| Annual return | 16.37% | 98.95%-82.6pp | 87.30%-70.9pp | 116.88%-100.5pp |
| Employer contribution / active EE | $67 | $594-88.7% | $1,160-94.2% | $2,428-97.2% |
| Participant deferral / active EE | $565 | $1,264-55.3% | $2,145-73.7% | $4,046-86.0% |
| Admin fee / account holder | $106 | $647-83.7% | $3,380-96.9% | $627-83.1% |