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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,761 |
EDWARD JONES1+ years Service code 49 · EIN 43-0345811 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ 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 | $74,541 | $39,245+89.9% | $64,105+16.3% | $52,331+42.4% |
| Participation rate | 66.1% | 58.2%+7.9pp | 68.2%-2.1pp | 68.1%-2.0pp |
| Annual return | -0.26% | 14.79%-15.0pp | 791.24%-791.5pp | 4.54%-4.8pp |
| Employer contribution / active EE | $977 | $736+32.7% | $1,820-46.3% | $1,882-48.1% |
| Participant deferral / active EE | $2,306 | $1,992+15.8% | $2,822-18.3% | $3,022-23.7% |
| Admin fee / account holder | $32 | $592-94.6% | $4,499-99.3% | $592-94.6% |