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| Provider | Service type | Compensation |
|---|---|---|
VSR FINANCIAL SERVICES INC1+ years Service code 49 · EIN 43-1302302 | Other Services | $7,127 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,219 |
WILSHIRE ASSOCIATES INCORPORATED1+ 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.
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 | $12,427 | $37,117-66.5% | $147,617-91.6% | $55,191-77.5% |
| Participation rate | 65.9% | 63.6%+2.3pp | 84.6%-18.7pp | 69.2%-3.3pp |
| Annual return | -0.82% | 3.44%-4.3pp | 61.98%-62.8pp | 10.78%-11.6pp |
| Employer contribution / active EE | $766 | $1,620-52.7% | $5,564-86.2% | $1,899-59.6% |
| Participant deferral / active EE | $1,152 | $1,985-42.0% | $4,895-76.5% | $3,046-62.2% |
| Admin fee / account holder | $14 | $86-83.4% | $11,612-99.9% | $91-84.4% |