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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,690 |
Service code 49 · EIN 32-0071428 | Other Services | $4,510 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,723 | $136,307-66.5% | $177,821-74.3% | $73,488-37.8% |
| Participation rate | 96.9% | 86.1%+10.8pp | 87.7%+9.1pp | 70.7%+26.2pp |
| Annual return | 17.79% | 18.68%-0.9pp | 48.32%-30.5pp | 28.51%-10.7pp |
| Employer contribution / active EE | $1,132 | $3,712-69.5% | $5,918-80.9% | $2,270-50.1% |
| Participant deferral / active EE | $7,743 | $5,829+32.8% | $7,714+0.4% | $3,740+107.0% |
| Admin fee / account holder | $120 | $596-79.8% | $12,427-99.0% | $513-76.5% |