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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,450 |
COMMONWEALTH FINANCIAL NETWORK3+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $26,426 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,256 | $58,093-75.5% | $80,022-82.2% | $56,289-74.7% |
| Participation rate | 79.6% | 73.6%+6.0pp | 75.8%+3.8pp | 69.9%+9.7pp |
| Annual return | 11.94% | 34.63%-22.7pp | 11.22%+0.7pp | -9.96%+21.9pp |
| Employer contribution / active EE | $1,175 | $1,933-39.2% | $2,468-52.4% | $2,111-44.3% |
| Participant deferral / active EE | $2,290 | $3,136-27.0% | $3,686-37.9% | $3,350-31.6% |
| Admin fee / account holder | $170 | $623-72.8% | $6,521-97.4% | $521-67.5% |