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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $950 |
WILSHIRE ASSOCIATES INCORPORATED1+ 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $3,643 | $58,888-93.8% | $178,499-98.0% | $73,493-95.0% |
| Participation rate | 80.7% | 66.2%+14.5pp | 81.9%-1.2pp | 70.7%+10.0pp |
| Annual return | 0.00% | 24.86%-24.9pp | 151.10%-151.1pp | 28.51%-28.5pp |
| Employer contribution / active EE | $1,168 | $2,236-47.8% | $5,011-76.7% | $2,270-48.6% |
| Participant deferral / active EE | $1,374 | $2,568-46.5% | $5,202-73.6% | $3,740-63.3% |
| Admin fee / account holder | $10 | $400-97.5% | $13,986-99.9% | $513-98.1% |