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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,649 |
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.
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 | $2,461 | $39,458-93.8% | $60,547-95.9% | $55,191-95.5% |
| Participation rate | 51.2% | 59.6%-8.4pp | 68.0%-16.8pp | 69.2%-18.0pp |
| Annual return | 162.36% | 3.35%+159.0pp | 335.64%-173.3pp | 10.78%+151.6pp |
| Employer contribution / active EE | $182 | $1,210-84.9% | $2,419-92.5% | $1,899-90.4% |
| Participant deferral / active EE | $775 | $2,140-63.8% | $3,328-76.7% | $3,046-74.6% |
| Admin fee / account holder | $38 | $95-59.9% | $4,536-99.2% | $91-58.0% |