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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,345 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES, INCORPORATED 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 | $18,578 | $70,002-73.5% | $115,037-83.9% | $52,331-64.5% |
| Participation rate | 38.3% | 72.1%-33.8pp | 81.4%-43.0pp | 68.1%-29.8pp |
| Annual return | -1.39% | 4.04%-5.4pp | 26.14%-27.5pp | 4.54%-5.9pp |
| Employer contribution / active EE | $2,191 | $2,715-19.3% | $4,608-52.4% | $1,882+16.5% |
| Participant deferral / active EE | $2,654 | $4,920-46.1% | $6,026-56.0% | $3,022-12.2% |
| Admin fee / account holder | $52 | $566-90.8% | $8,175-99.4% | $592-91.2% |