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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $60,951 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 13 · EIN 25-1759623 | Contract Administrator | $45,984 |
Filed as: PURSHE KAPLAN STERLING INVESTMENTS Service code 49 · EIN 13-3749682 | Other Services | $7,620 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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).
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 | $3,708 | $38,833-90.5% | $78,778-95.3% | $77,958-95.2% |
| Participation rate | 90.9% | 60.9%+30.0pp | 69.2%+21.7pp | 71.6%+19.3pp |
| Annual return | 70.97% | 20.31%+50.7pp | 35.62%+35.3pp | 20.87%+50.1pp |
| Employer contribution / active EE | $480 | $840-42.8% | $1,986-75.8% | $2,310-79.2% |
| Participant deferral / active EE | $1,205 | $1,776-32.2% | $2,958-59.3% | $3,537-65.9% |
| Admin fee / account holder | $72 | $89-19.7% | $5,134-98.6% | $97-26.6% |