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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,699 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,284 | $58,344-84.1% | $98,483-90.6% | $86,821-89.3% |
| Participation rate | 11.4% | 68.4%-57.0pp | 73.3%-62.0pp | 72.3%-60.9pp |
| Annual return | 42.43% | 43.47%-1.0pp | 1494.38%-1451.9pp | 97.94%-55.5pp |
| Employer contribution / active EE | $0 | $2,008-100.0% | $2,961-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $713 | $3,156-77.4% | $4,276-83.3% | $4,132-82.7% |
| Admin fee / account holder | $75 | $138-45.6% | $5,953-98.7% | $170-55.8% |