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| Provider | Service type | Compensation |
|---|---|---|
DARDIS, TIMOTHY M.1+ years Service code 49 · EIN 50-4840711 | Other Services | $7,728 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,360 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,894 | $37,117-62.6% | $147,618-90.6% | $55,191-74.8% |
| Participation rate | 45.5% | 63.6%-18.1pp | 84.6%-39.1pp | 69.2%-23.6pp |
| Annual return | -1.65% | 3.44%-5.1pp | 61.98%-63.6pp | 10.78%-12.4pp |
| Employer contribution / active EE | $222 | $1,620-86.3% | $5,565-96.0% | $1,899-88.3% |
| Participant deferral / active EE | $747 | $1,985-62.4% | $4,895-84.7% | $3,046-75.5% |
| Admin fee / account holder | $7 | $86-91.5% | $11,612-99.9% | $91-92.0% |