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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,083 |
Service code 49 · EIN 41-1486060 | Other Services | $7,832 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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.
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 | $15,451 | $55,002-71.9% | $59,887-74.2% | $56,287-72.6% |
| Participation rate | 59.3% | 75.9%-16.6pp | 74.7%-15.4pp | 69.9%-10.5pp |
| Annual return | -1.35% | 1.13%-2.5pp | 3.46%-4.8pp | -9.96%+8.6pp |
| Employer contribution / active EE | $1,536 | $2,448-37.3% | $2,722-43.6% | $2,111-27.3% |
| Participant deferral / active EE | $2,754 | $3,121-11.8% | $3,402-19.0% | $3,350-17.8% |
| Admin fee / account holder | $215 | $236-8.9% | $3,591-94.0% | $521-58.8% |