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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $18,128 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,256 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $682 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,642 | $46,464-66.3% | $150,298-89.6% | $79,634-80.4% |
| Participation rate | 35.7% | 57.0%-21.2pp | 77.8%-42.0pp | 62.5%-26.7pp |
| Annual return | 14.11% | 27.89%-13.8pp | 62.79%-48.7pp | 36.46%-22.3pp |
| Employer contribution / active EE | $896 | $1,512-40.7% | $4,154-78.4% | $2,529-64.6% |
| Participant deferral / active EE | $606 | $2,157-71.9% | $5,453-88.9% | $3,835-84.2% |
| Admin fee / account holder | $176 | $891-80.3% | $14,116-98.8% | $1,002-82.5% |