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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $499 |
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.
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 | $1,004 | $79,694-98.7% | $96,192-99.0% | $79,389-98.7% |
| Participation rate | 49.2% | 54.0%-4.8pp | 68.4%-19.3pp | 70.7%-21.5pp |
| Annual return | 0.00% | 40.84%-40.8pp | 192.09%-192.1pp | 116.89%-116.9pp |
| Employer contribution / active EE | $0 | $1,443-100.0% | $2,799-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $710 | $2,539-72.0% | $4,351-83.7% | $4,046-82.5% |
| Admin fee / account holder | $5 | $630-99.1% | $5,539-99.9% | $626-99.1% |