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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $548 |
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 | $5,702 | $52,722-89.2% | $90,461-93.7% | $73,412-92.2% |
| Participation rate | 7.9% | 67.7%-59.8pp | 72.7%-64.8pp | 72.2%-64.2pp |
| Annual return | 0.00% | 20.70%-20.7pp | 1294.76%-1294.8pp | 59.30%-59.3pp |
| Employer contribution / active EE | $0 | $1,872-100.0% | $3,264-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $245 | $2,810-91.3% | $3,964-93.8% | $3,806-93.6% |
| Admin fee / account holder | $27 | $117-76.5% | $5,617-99.5% | $158-82.6% |