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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,537 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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.
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 | $15,847 | $77,638-79.6% | $156,551-89.9% | $62,881-74.8% |
| Participation rate | 61.2% | 71.2%-10.0pp | 84.0%-22.8pp | 69.3%-8.1pp |
| Annual return | 13.51% | 50.33%-36.8pp | 32.23%-18.7pp | 20.14%-6.6pp |
| Employer contribution / active EE | $538 | $3,444-84.4% | $5,501-90.2% | $2,281-76.4% |
| Participant deferral / active EE | $1,620 | $3,046-46.8% | $4,871-66.7% | $3,203-49.4% |
| Admin fee / account holder | $76 | $5,561-98.6% | $13,028-99.4% | $4,296-98.2% |