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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,686 |
Service code 49 · EIN 41-1486060 | Other Services | $6,538 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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.
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 | $24,081 | $60,795-60.4% | $69,461-65.3% | $65,185-63.1% |
| Participation rate | 69.4% | 74.9%-5.4pp | 74.6%-5.2pp | 70.2%-0.8pp |
| Annual return | 38.80% | 17.46%+21.3pp | 28.97%+9.8pp | 29.38%+9.4pp |
| Employer contribution / active EE | $1,928 | $2,452-21.4% | $2,779-30.6% | $2,177-11.4% |
| Participant deferral / active EE | $3,280 | $3,162+3.7% | $3,536-7.2% | $3,514-6.7% |
| Admin fee / account holder | $257 | $314-18.0% | $3,840-93.3% | $847-69.6% |