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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,107 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,926 | $52,467-75.4% | $57,196-77.4% | $55,167-76.6% |
| Participation rate | 80.6% | 75.8%+4.8pp | 75.3%+5.3pp | 69.0%+11.6pp |
| Annual return | 8.69% | 7.72%+1.0pp | 14.59%-5.9pp | 169.23%-160.5pp |
| Employer contribution / active EE | $1,004 | $2,477-59.5% | $2,683-62.6% | $1,963-48.8% |
| Participant deferral / active EE | $2,004 | $2,830-29.2% | $3,096-35.3% | $3,054-34.4% |
| Admin fee / account holder | $96 | $269-64.4% | $3,141-97.0% | $504-81.0% |