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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,278 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,428 | $42,546-91.9% | $71,796-95.2% | $55,167-93.8% |
| Participation rate | 46.8% | 59.1%-12.3pp | 69.1%-22.3pp | 69.0%-22.2pp |
| Annual return | 17.00% | 12.36%+4.6pp | 78.04%-61.0pp | 169.23%-152.2pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,078 | $2,064-47.8% | $2,794-61.4% | $3,054-64.7% |
| Admin fee / account holder | $40 | $650-93.8% | $4,815-99.2% | $504-92.1% |