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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,817 |
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.
Employer 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 | $17,302 | $41,854-58.7% | $73,836-76.6% | $52,331-66.9% |
| Participation rate | 30.2% | 66.2%-36.0pp | 73.4%-43.2pp | 68.1%-37.9pp |
| Annual return | -1.58% | 2.11%-3.7pp | 2268.06%-2269.6pp | 4.54%-6.1pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,787-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,289 | $2,498-48.4% | $3,583-64.0% | $3,022-57.3% |
| Admin fee / account holder | $76 | $493-84.5% | $4,882-98.4% | $592-87.1% |