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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,184 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $3,116 | $41,854-92.6% | $73,836-95.8% | $52,331-94.0% |
| Participation rate | 99.2% | 66.2%+33.0pp | 73.4%+25.8pp | 68.1%+31.1pp |
| Annual return | 4.08% | 2.11%+2.0pp | 2268.06%-2264.0pp | 4.54%-0.5pp |
| Employer contribution / active EE | $1,184 | $1,920-38.3% | $2,787-57.5% | $1,882-37.1% |
| Participant deferral / active EE | $1,348 | $2,498-46.0% | $3,583-62.4% | $3,022-55.4% |
| Admin fee / account holder | $35 | $493-92.9% | $4,882-99.3% | $592-94.1% |