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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,960 |
FID INV INST OPS CO1 year Service code 15 · EIN 04-2647786 | Recordkeeping | $25 |
THE LEADERS GROUP INC3+ years Service code 49 · EIN 84-1275292 | Other Services | $0 |
THE LEADERS GROUP INC1 year Filed as: THE LEADERS GROUP INC. Service code 49 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,942 | $88,730-53.9% | $82,312-50.3% | $77,958-47.5% |
| Participation rate | 62.3% | 84.5%-22.2pp | 76.9%-14.6pp | 71.6%-9.3pp |
| Annual return | 15.82% | 20.88%-5.1pp | 25.88%-10.1pp | 20.87%-5.0pp |
| Employer contribution / active EE | $982 | $2,758-64.4% | $2,428-59.6% | $2,310-57.5% |
| Participant deferral / active EE | $1,585 | $4,634-65.8% | $3,706-57.2% | $3,537-55.2% |
| Admin fee / account holder | $35 | $74-52.7% | $5,608-99.4% | $97-64.1% |