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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 52-2114207 | Other Services | $20,176 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,440 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,861 | $37,117-0.7% | $147,618-75.0% | $55,191-33.2% |
| Participation rate | 41.3% | 63.6%-22.3pp | 84.6%-43.4pp | 69.2%-27.9pp |
| Annual return | -0.65% | 3.44%-4.1pp | 61.98%-62.6pp | 10.78%-11.4pp |
| Employer contribution / active EE | $463 | $1,620-71.4% | $5,565-91.7% | $1,899-75.6% |
| Participant deferral / active EE | $1,105 | $1,985-44.4% | $4,895-77.4% | $3,046-63.7% |
| Admin fee / account holder | $11 | $86-87.6% | $11,612-99.9% | $91-88.3% |