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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANGE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $13,639 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,354 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,868 | $50,919-94.4% | $155,556-98.2% | $77,762-96.3% |
| Participation rate | 91.8% | 63.1%+28.7pp | 78.2%+13.6pp | 70.6%+21.2pp |
| Annual return | 27.12% | 34.84%-7.7pp | 64.84%-37.7pp | 31.27%-4.2pp |
| Employer contribution / active EE | $1,749 | $1,991-12.2% | $4,675-62.6% | $2,728-35.9% |
| Participant deferral / active EE | $614 | $2,824-78.3% | $5,631-89.1% | $4,651-86.8% |
| Admin fee / account holder | $45 | $437-89.8% | $15,885-99.7% | $433-89.7% |