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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 51-6041053 | Other Services | $10,452 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,904 |
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.
Employer 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,149 | $80,748-80.0% | $102,383-84.2% | $74,429-78.3% |
| Participation rate | 70.0% | 65.7%+4.3pp | 74.5%-4.6pp | 67.2%+2.7pp |
| Annual return | 14.90% | 27.57%-12.7pp | 24.94%-10.0pp | 1368.38%-1353.5pp |
| Employer contribution / active EE | $302 | $3,159-90.4% | $3,870-92.2% | $2,625-88.5% |
| Participant deferral / active EE | $2,230 | $3,861-42.2% | $5,060-55.9% | $4,348-48.7% |
| Admin fee / account holder | $44 | $2,371-98.1% | $8,391-99.5% | $1,944-97.7% |