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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,067 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant 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 | $10,881 | $65,820-83.5% | $108,745-90.0% | $57,661-81.1% |
| Participation rate | 92.4% | 72.7%+19.7pp | 77.7%+14.7pp | 70.2%+22.2pp |
| Annual return | 6.46% | 21.32%-14.9pp | 46.22%-39.8pp | 5.13%+1.3pp |
| Employer contribution / active EE | $2,810 | $2,285+22.9% | $3,323-15.5% | $1,974+42.3% |
| Participant deferral / active EE | $0 | $3,578-100.0% | $5,121-100.0% | $3,061-100.0% |
| Admin fee / account holder | $5 | $91-94.3% | $6,144-99.9% | $95-94.5% |