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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,496 |
Filed as: MML INSURANCE AGENCY LLC Service code 49 · EIN 04-3109325 | Other Services | $7,667 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,918 | $52,293-75.3% | $178,498-92.8% | $73,412-82.4% |
| Participation rate | 16.6% | 65.3%-48.7pp | 81.9%-65.3pp | 72.2%-55.5pp |
| Annual return | 18.79% | 34.75%-16.0pp | 151.09%-132.3pp | 59.30%-40.5pp |
| Employer contribution / active EE | $323 | $1,735-81.4% | $5,011-93.6% | $2,234-85.5% |
| Participant deferral / active EE | $576 | $2,332-75.3% | $5,202-88.9% | $3,806-84.9% |
| Admin fee / account holder | $77 | $127-39.8% | $13,985-99.5% | $158-51.5% |