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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 711 HIGH ST · DES MOINES, IA 503920001 | Contract Administrator | $15,988 |
Service code 13 · EIN 71-1039549 3937 TAMPA RD, STE 4 · OLDSMAR, FL 346773115 | Contract Administrator | $5,137 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $17,304 | $75,388-77.0% | $123,549-86.0% | $55,725-68.9% |
| Participation rate | 51.9% | 75.7%-23.7pp | 82.3%-30.3pp | 70.9%-18.9pp |
| Annual return | -9.93% | 4.48%-14.4pp | 119.20%-129.1pp | 244.93%-254.9pp |
| Employer contribution / active EE | $620 | $3,063-79.8% | $4,628-86.6% | $2,078-70.2% |
| Participant deferral / active EE | $2,627 | $5,651-53.5% | $6,426-59.1% | $3,356-21.7% |
| Admin fee / account holder | $90 | $120-24.6% | $9,284-99.0% | $115-21.6% |