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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.
Participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,642 | $38,165-59.0% | $189,758-91.8% | $69,255-77.4% |
| Participation rate | 35.7% | 66.7%-30.9pp | 79.8%-44.1pp | 69.0%-33.3pp |
| Annual return | 14.11% | 14.65%-0.5pp | 52.62%-38.5pp | 26.73%-12.6pp |
| Employer contribution / active EE | $896 | $1,589-43.6% | $4,767-81.2% | $2,645-66.1% |
| Participant deferral / active EE | $606 | $2,073-70.8% | $5,856-89.7% | $2,890-79.0% |
| Admin fee / account holder | $176 | $714-75.4% | $20,388-99.1% | $733-76.0% |