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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,759 |
Filed as: SIGNATOR INVESTORS INC Service code 49 | Other Services | $18,428 |
Service code 28 · EIN 13-5570651 | Investment Management | $0 |
Filed as: SIGNATOR INVESTORS Service code 49 · EIN 04-2442399 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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.
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 | $41,864 | $46,732-10.4% | $156,549-73.3% | $55,167-24.1% |
| Participation rate | 51.0% | 65.8%-14.8pp | 84.0%-33.0pp | 69.0%-18.0pp |
| Annual return | 9.35% | 17.72%-8.4pp | 32.23%-22.9pp | 169.23%-159.9pp |
| Employer contribution / active EE | $470 | $2,105-77.7% | $5,501-91.5% | $1,963-76.1% |
| Participant deferral / active EE | $1,991 | $2,204-9.7% | $4,871-59.1% | $3,054-34.8% |
| Admin fee / account holder | $114 | $418-72.7% | $13,027-99.1% | $504-77.4% |