Filed October 7, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $67,137 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $14,779 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.
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 | $17,892 | $106,236-83.2% | $112,258-84.1% | $64,814-72.4% |
| Participation rate | 96.5% | 71.7%+24.9pp | 75.1%+21.5pp | 71.5%+25.1pp |
| Annual return | -7.48% | -6.02%-1.5pp | 27.47%-34.9pp | 32.84%-40.3pp |
| Employer contribution / active EE | $0 | $3,166-100.0% | $3,636-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $3,887 | $3,785+2.7% | $4,728-17.8% | $4,310-9.8% |
| Admin fee / account holder | $183 | $452-59.4% | $6,411-97.1% | $188-2.3% |