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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE INVESTMENT COUNSEL Service code 27 · EIN 51-9278207 | Advisory (Plan) | $10,293 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,860 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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.
Participant 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 | $36,293 | $62,928-42.3% | $172,752-79.0% | $67,579-46.3% |
| Participation rate | 25.2% | 64.5%-39.3pp | 82.6%-57.5pp | 71.3%-46.1pp |
| Annual return | 17.41% | 30.36%-12.9pp | 802.97%-785.6pp | 378.56%-361.1pp |
| Employer contribution / active EE | $290 | $1,636-82.3% | $5,144-94.4% | $2,148-86.5% |
| Participant deferral / active EE | $559 | $2,145-73.9% | $5,198-89.2% | $3,539-84.2% |
| Admin fee / account holder | $140 | $167-16.0% | $13,955-99.0% | $142-1.6% |