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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,257 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $2,984 | $56,918-94.8% | $182,540-98.4% | $65,185-95.4% |
| Participation rate | 76.2% | 66.5%+9.7pp | 78.0%-1.8pp | 70.2%+6.0pp |
| Annual return | 25.61% | 27.67%-2.1pp | 148.58%-123.0pp | 29.38%-3.8pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $4,076-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,328 | $3,526-34.0% | $5,525-57.9% | $3,514-33.8% |
| Admin fee / account holder | $51 | $531-90.4% | $8,593-99.4% | $847-94.0% |