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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,578 |
WILSHIRE ASSOCIATES INCORPORATED1+ 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,053 | $42,546-12.9% | $71,796-48.4% | $55,167-32.8% |
| Participation rate | 65.9% | 59.1%+6.8pp | 69.1%-3.2pp | 69.0%-3.1pp |
| Annual return | 0.00% | 12.36%-12.4pp | 78.04%-78.0pp | 169.23%-169.2pp |
| Employer contribution / active EE | $291 | $803-63.8% | $1,924-84.9% | $1,963-85.2% |
| Participant deferral / active EE | $977 | $2,064-52.7% | $2,794-65.0% | $3,054-68.0% |
| Admin fee / account holder | $85 | $650-86.9% | $4,815-98.2% | $504-83.1% |