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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,656 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,410 | $69,383-90.8% | $101,271-93.7% | $73,493-91.3% |
| Participation rate | 61.5% | 68.4%-6.9pp | 75.8%-14.3pp | 70.7%-9.2pp |
| Annual return | 20.10% | 18.46%+1.6pp | 46.48%-26.4pp | 28.51%-8.4pp |
| Employer contribution / active EE | $274 | $2,628-89.6% | $3,660-92.5% | $2,270-87.9% |
| Participant deferral / active EE | $1,504 | $3,301-54.5% | $4,371-65.6% | $3,740-59.8% |
| Admin fee / account holder | $26 | $704-96.2% | $5,948-99.6% | $513-94.8% |