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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,513 |
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.
Participant 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).
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 | $15,652 | $70,002-77.6% | $115,037-86.4% | $52,331-70.1% |
| Participation rate | 46.5% | 72.1%-25.6pp | 81.4%-34.8pp | 68.1%-21.6pp |
| Annual return | -0.60% | 4.04%-4.6pp | 26.14%-26.7pp | 4.54%-5.1pp |
| Employer contribution / active EE | $798 | $2,715-70.6% | $4,608-82.7% | $1,882-57.6% |
| Participant deferral / active EE | $1,208 | $4,920-75.4% | $6,026-80.0% | $3,022-60.0% |
| Admin fee / account holder | $27 | $566-95.3% | $8,175-99.7% | $592-95.5% |