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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,531 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,390 | $75,962-73.2% | $154,108-86.8% | $64,173-68.2% |
| Participation rate | 66.0% | 70.4%-4.4pp | 83.0%-17.1pp | 69.6%-3.6pp |
| Annual return | -7.45% | 30.32%-37.8pp | 735.21%-742.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $702 | $3,350-79.0% | $5,298-86.7% | $2,381-70.5% |
| Participant deferral / active EE | $2,384 | $3,175-24.9% | $5,081-53.1% | $3,470-31.3% |
| Admin fee / account holder | $109 | $5,589-98.0% | $13,411-99.2% | $4,887-97.8% |