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| Provider | Service type | Compensation |
|---|---|---|
VSR FINANCIAL SERVICES INC1+ years Service code 49 · EIN 43-1302302 | Other Services | $30,454 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,673 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES INC. Service code 27 | Advisory (Plan) | $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 | $66,338 | $37,117+78.7% | $147,617-55.1% | $55,191+20.2% |
| Participation rate | 62.3% | 63.6%-1.3pp | 84.6%-22.3pp | 69.2%-6.9pp |
| Annual return | 0.26% | 3.44%-3.2pp | 61.98%-61.7pp | 10.78%-10.5pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $3,036 | $1,985+52.9% | $4,895-38.0% | $3,046-0.3% |
| Admin fee / account holder | $7 | $86-92.0% | $11,612-99.9% | $91-92.4% |