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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,069 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,783 | $75,284-28.6% | $91,004-40.9% | $69,631-22.8% |
| Participation rate | 96.6% | 80.4%+16.2pp | 75.6%+21.0pp | 70.7%+25.9pp |
| Annual return | 16.30% | 48.40%-32.1pp | 4.60%+11.7pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $1,176 | $2,473-52.5% | $2,456-52.1% | $2,032-42.1% |
| Participant deferral / active EE | $3,416 | $3,700-7.7% | $3,548-3.7% | $3,224+6.0% |
| Admin fee / account holder | $7 | $111-93.8% | $5,417-99.9% | $110-93.8% |