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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,929 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $23,038 | $85,171-73.0% | $172,753-86.7% | $72,976-68.4% |
| Participation rate | 76.8% | 70.1%+6.8pp | 82.6%-5.8pp | 69.5%+7.4pp |
| Annual return | 21.14% | 27.32%-6.2pp | 803.00%-781.9pp | 81.02%-59.9pp |
| Employer contribution / active EE | $759 | $3,324-77.2% | $5,144-85.3% | $2,440-68.9% |
| Participant deferral / active EE | $2,636 | $3,260-19.1% | $5,198-49.3% | $3,608-26.9% |
| Admin fee / account holder | $118 | $5,880-98.0% | $13,956-99.2% | $5,124-97.7% |