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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $437 |
WILSHIRE ASSOCIATES INCORPORATED1+ 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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,228 | $89,364-94.1% | $141,177-96.3% | $72,983-92.8% |
| Participation rate | 63.9% | 75.1%-11.2pp | 82.5%-18.6pp | 69.5%-5.6pp |
| Annual return | 0.00% | 111.86%-111.9pp | 71.40%-71.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,128 | $3,115-63.8% | $4,736-76.2% | $2,440-53.8% |
| Participant deferral / active EE | $1,709 | $5,419-68.5% | $6,710-74.5% | $3,608-52.6% |
| Admin fee / account holder | $7 | $5,959-99.9% | $10,263-99.9% | $5,124-99.9% |