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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $8,206 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,305 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $200 |
Filed as: WILSHIRE ASSOCIATES INCOPORATED Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Service code 27 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $42,730 | $58,895-27.4% | $178,503-76.1% | $73,497-41.9% |
| Participation rate | 49.2% | 66.2%-17.1pp | 81.9%-32.8pp | 70.7%-21.5pp |
| Annual return | 13.21% | 24.86%-11.7pp | 151.12%-137.9pp | 28.51%-15.3pp |
| Employer contribution / active EE | $1,057 | $2,236-52.7% | $5,011-78.9% | $2,270-53.4% |
| Participant deferral / active EE | $2,477 | $2,567-3.5% | $5,202-52.4% | $3,740-33.8% |
| Admin fee / account holder | $40 | $400-90.0% | $13,987-99.7% | $513-92.2% |