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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 711 HIGH ST · DES MOINES, IA 503920001 | Contract Administrator | $8,904 |
BSP CONSULTING1 year Filed as: BSP CONSULTING PLLC Service code 13 · EIN 26-1145434 3937 TAMPA RD, STE 4 · OLDSMAR, FL 346773115 | Contract Administrator | $8,624 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 | Advisory (Plan) | $0 |
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.
Employer 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $17,342 | $155,795-88.9% | $136,297-87.3% | $69,631-75.1% |
| Participation rate | 47.7% | 75.2%-27.5pp | 81.9%-34.2pp | 70.7%-23.0pp |
| Annual return | 34.63% | 232464.33%-232429.7pp | 5156.19%-5121.6pp | 27571.02%-27536.4pp |
| Employer contribution / active EE | $465 | $2,991-84.5% | $4,696-90.1% | $2,032-77.1% |
| Participant deferral / active EE | $1,942 | $5,394-64.0% | $6,247-68.9% | $3,224-39.8% |
| Admin fee / account holder | $90 | $128-29.9% | $9,244-99.0% | $110-18.6% |