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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 52-2114207 | Other Services | $18,577 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,310 |
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.
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 | $35,061 | $36,916-5.0% | $156,551-77.6% | $57,658-39.2% |
| Participation rate | 43.6% | 63.4%-19.8pp | 84.0%-40.4pp | 70.2%-26.6pp |
| Annual return | 6.59% | 12.38%-5.8pp | 32.23%-25.6pp | 5.13%+1.5pp |
| Employer contribution / active EE | $433 | $1,571-72.5% | $5,501-92.1% | $1,974-78.1% |
| Participant deferral / active EE | $1,189 | $1,926-38.2% | $4,871-75.6% | $3,061-61.1% |
| Admin fee / account holder | $9 | $82-89.0% | $13,028-99.9% | $95-90.4% |