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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,779 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,470 | $70,667-80.9% | $123,104-89.1% | $52,331-74.3% |
| Participation rate | 95.6% | 83.7%+11.9pp | 86.8%+8.8pp | 68.1%+27.5pp |
| Annual return | 9.44% | 6.23%+3.2pp | 13.22%-3.8pp | 4.54%+4.9pp |
| Employer contribution / active EE | $655 | $2,946-77.8% | $5,151-87.3% | $1,882-65.2% |
| Participant deferral / active EE | $4,219 | $4,493-6.1% | $6,230-32.3% | $3,022+39.6% |
| Admin fee / account holder | $117 | $506-76.9% | $9,015-98.7% | $592-80.2% |