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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $769 |
EDWARD JONES2+ years Service code 49 · EIN 43-0345811 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $74,540 | $42,546+75.2% | $71,796+3.8% | $55,167+35.1% |
| Participation rate | 60.6% | 59.1%+1.5pp | 69.1%-8.5pp | 69.0%-8.4pp |
| Annual return | 8.30% | 12.36%-4.1pp | 78.04%-69.7pp | 169.23%-160.9pp |
| Employer contribution / active EE | $759 | $803-5.5% | $1,924-60.6% | $1,963-61.3% |
| Participant deferral / active EE | $1,798 | $2,064-12.9% | $2,794-35.7% | $3,054-41.1% |
| Admin fee / account holder | $8 | $650-98.7% | $4,815-99.8% | $504-98.4% |