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| Provider | Service type | Compensation |
|---|---|---|
TIMMINS, JACOBSEN & STRAWHACKER, LL1 year Filed as: TIMMINS JACOBSEN & STRAW Service code 10 · EIN 42-0721983 | Accounting | $8,400 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $684 |
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.
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 | $50,342 | $54,368-7.4% | $117,039-57.0% | $62,292-19.2% |
| Participation rate | 29.8% | 64.9%-35.2pp | 77.2%-47.4pp | 69.5%-39.7pp |
| Annual return | 18.16% | 21.77%-3.6pp | 18.95%-0.8pp | 28.90%-10.7pp |
| Employer contribution / active EE | $792 | $1,692-53.2% | $3,785-79.1% | $2,042-61.2% |
| Participant deferral / active EE | $1,589 | $2,269-30.0% | $3,929-59.6% | $3,169-49.9% |
| Admin fee / account holder | $197 | $493-60.0% | $5,974-96.7% | $479-58.8% |