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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,472 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return 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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $2,355 | $88,042-97.3% | $138,135-98.3% | $79,852-97.1% |
| Participation rate | 97.7% | 71.4%+26.3pp | 78.7%+19.0pp | 69.6%+28.1pp |
| Annual return | 4.40% | 20.58%-16.2pp | 20.51%-16.1pp | 31.72%-27.3pp |
| Employer contribution / active EE | $1,325 | $3,103-57.3% | $5,587-76.3% | $2,471-46.4% |
| Participant deferral / active EE | $2,533 | $4,704-46.2% | $6,431-60.6% | $3,740-32.3% |
| Admin fee / account holder | $64 | $7,791-99.2% | $11,856-99.5% | $5,306-98.8% |