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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,613 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,104 | $64,909-82.9% | $82,313-86.5% | $62,292-82.2% |
| Participation rate | 83.6% | 74.9%+8.7pp | 76.9%+6.7pp | 69.5%+14.0pp |
| Annual return | 22.78% | 21.18%+1.6pp | 25.88%-3.1pp | 28.90%-6.1pp |
| Employer contribution / active EE | $1,201 | $1,676-28.3% | $2,428-50.5% | $2,042-41.2% |
| Participant deferral / active EE | $2,925 | $3,103-5.7% | $3,706-21.1% | $3,169-7.7% |
| Admin fee / account holder | $107 | $440-75.6% | $5,608-98.1% | $479-77.6% |