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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,900 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,389 | $69,238-90.8% | $185,823-96.6% | $101,517-93.7% |
| Participation rate | 1.7% | 73.5%-71.9pp | 81.7%-80.0pp | 74.6%-72.9pp |
| Annual return | 35.87% | 21.26%+14.6pp | 122.05%-86.2pp | 21.00%+14.9pp |
| Employer contribution / active EE | $0 | $2,104-100.0% | $5,167-100.0% | $2,973-100.0% |
| Participant deferral / active EE | $47 | $3,764-98.8% | $5,568-99.2% | $4,873-99.0% |
| Admin fee / account holder | $55 | $66-16.9% | $16,237-99.7% | $139-60.5% |