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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,490 |
VISIONPOINT ADVISORY GROUP2 years Service code 27 · EIN 46-3329350 | Advisory (Plan) | $7,566 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,229 | $52,293-63.2% | $178,498-89.2% | $73,412-73.8% |
| Participation rate | 53.9% | 65.3%-11.5pp | 81.9%-28.1pp | 72.2%-18.3pp |
| Annual return | 14.86% | 34.75%-19.9pp | 151.09%-136.2pp | 59.30%-44.4pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,301 | $2,332-44.2% | $5,202-75.0% | $3,806-65.8% |
| Admin fee / account holder | $150 | $127+17.9% | $13,985-98.9% | $158-4.9% |