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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,099 |
Filed as: SIGNATOR INVESTORS INC Service code 49 | Other Services | $15,322 |
Filed as: SIGNATOR INVESTORS Service code 49 · EIN 04-2442399 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSSHIRE ASSOCIATES INCORPORATED 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 | $40,581 | $46,360-12.5% | $147,617-72.5% | $52,331-22.5% |
| Participation rate | 48.9% | 64.9%-16.0pp | 84.6%-35.7pp | 68.1%-19.2pp |
| Annual return | 16.43% | 1.62%+14.8pp | 61.98%-45.6pp | 4.54%+11.9pp |
| Employer contribution / active EE | $442 | $2,126-79.2% | $5,564-92.1% | $1,882-76.5% |
| Participant deferral / active EE | $1,846 | $2,258-18.2% | $4,895-62.3% | $3,022-38.9% |
| Admin fee / account holder | $109 | $766-85.7% | $11,612-99.1% | $592-81.5% |