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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,335 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $8,778 | $51,769-83.0% | $57,347-84.7% | $52,331-83.2% |
| Participation rate | 89.2% | 75.2%+14.0pp | 75.1%+14.1pp | 68.1%+21.1pp |
| Annual return | -0.71% | 2.43%-3.1pp | 24.40%-25.1pp | 4.54%-5.3pp |
| Employer contribution / active EE | $1,077 | $2,335-53.9% | $2,689-60.0% | $1,882-42.8% |
| Participant deferral / active EE | $2,321 | $2,794-16.9% | $3,162-26.6% | $3,022-23.2% |
| Admin fee / account holder | $82 | $295-72.1% | $3,356-97.5% | $592-86.1% |