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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,645 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,184 | $70,418-67.1% | $96,570-76.0% | $85,847-73.0% |
| Participation rate | 43.5% | 61.8%-18.3pp | 69.8%-26.3pp | 69.3%-25.8pp |
| Annual return | 16.00% | 18.59%-2.6pp | 37.79%-21.8pp | 318.61%-302.6pp |
| Employer contribution / active EE | $858 | $1,413-39.3% | $2,357-63.6% | $2,565-66.5% |
| Participant deferral / active EE | $1,199 | $2,894-58.6% | $3,849-68.9% | $3,952-69.7% |
| Admin fee / account holder | $201 | $4,995-96.0% | $6,182-96.7% | $6,261-96.8% |