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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,462 |
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.
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 | $18,797 | $43,423-56.7% | $78,676-76.1% | $55,167-65.9% |
| Participation rate | 31.1% | 68.0%-36.9pp | 73.6%-42.4pp | 69.0%-37.9pp |
| Annual return | 6.21% | 11.53%-5.3pp | 62.19%-56.0pp | 169.23%-163.0pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,850-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,041 | $2,509-58.5% | $3,517-70.4% | $3,054-65.9% |
| Admin fee / account holder | $63 | $416-84.9% | $4,510-98.6% | $504-87.5% |