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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $35,052 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $33,066 |
Filed as: WILSHIRE ADVISORS LLC 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.
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 | $16,316 | $53,204-69.3% | $155,556-89.5% | $200,096-91.8% |
| Participation rate | 57.5% | 64.1%-6.6pp | 78.2%-20.8pp | 72.0%-14.5pp |
| Annual return | 29.80% | 41.02%-11.2pp | 64.84%-35.0pp | 34.26%-4.5pp |
| Employer contribution / active EE | $600 | $1,850-67.6% | $4,675-87.2% | $3,038-80.3% |
| Participant deferral / active EE | $1,628 | $3,163-48.5% | $5,631-71.1% | $5,090-68.0% |
| Admin fee / account holder | $45 | $186-75.7% | $15,885-99.7% | $269-83.2% |