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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,405 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $21,470 | $50,637-57.6% | $86,582-75.2% | $62,293-65.5% |
| Participation rate | 29.0% | 67.9%-38.9pp | 73.5%-44.6pp | 69.5%-40.6pp |
| Annual return | 17.13% | 20.80%-3.7pp | 965.08%-948.0pp | 28.90%-11.8pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $974 | $2,611-62.7% | $3,609-73.0% | $3,169-69.3% |
| Admin fee / account holder | $85 | $413-79.5% | $4,904-98.3% | $479-82.3% |