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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,178 |
Filed as: WILSHIRE ADVISORS LLC 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,186 | $90,064-94.2% | $100,392-94.8% | $77,736-93.3% |
| Participation rate | 50.3% | 81.3%-31.0pp | 81.5%-31.2pp | 70.6%-20.3pp |
| Annual return | 18.41% | 20.61%-2.2pp | 49.45%-31.0pp | 31.26%-12.9pp |
| Employer contribution / active EE | $2,588 | $3,043-15.0% | $3,941-34.3% | $2,728-5.1% |
| Participant deferral / active EE | $0 | $8,282-100.0% | $8,090-100.0% | $4,651-100.0% |
| Admin fee / account holder | $39 | $172-77.6% | $7,904-99.5% | $433-91.1% |