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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,184 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL INSURANCE COMPANY Service code 27 · EIN 42-0127290 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ADVISORS, LLC Service code 27 | 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,853 | $30,107-90.5% | $61,452-95.4% | $64,819-95.6% |
| Participation rate | 15.2% | 36.4%-21.2pp | 52.6%-37.4pp | 71.5%-56.3pp |
| Annual return | 0.00% | -13.99%+14.0pp | 338.96%-339.0pp | 32.84%-32.8pp |
| Employer contribution / active EE | $0 | $537-100.0% | $1,160-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $337 | $1,126-70.1% | $2,125-84.1% | $4,311-92.2% |
| Admin fee / account holder | $22 | $148-85.5% | $2,131-99.0% | $188-88.5% |