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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,943 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return 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 | $5,221 | $43,423-88.0% | $78,676-93.4% | $55,167-90.5% |
| Participation rate | 92.0% | 68.0%+24.0pp | 73.6%+18.4pp | 69.0%+23.0pp |
| Annual return | 3.08% | 11.53%-8.4pp | 62.19%-59.1pp | 169.23%-166.2pp |
| Employer contribution / active EE | $912 | $1,997-54.3% | $2,850-68.0% | $1,963-53.6% |
| Participant deferral / active EE | $1,389 | $2,509-44.7% | $3,517-60.5% | $3,054-54.5% |
| Admin fee / account holder | $81 | $416-80.6% | $4,510-98.2% | $504-84.0% |