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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,522 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $13,620 | $68,544-80.1% | $115,752-88.2% | $69,634-80.4% |
| Participation rate | 87.6% | 74.0%+13.6pp | 77.8%+9.8pp | 70.7%+16.9pp |
| Annual return | 17.25% | 20.97%-3.7pp | 19.41%-2.2pp | 27572.26%-27555.0pp |
| Employer contribution / active EE | $2,842 | $2,400+18.4% | $3,492-18.6% | $2,032+39.8% |
| Participant deferral / active EE | $0 | $3,887-100.0% | $5,204-100.0% | $3,224-100.0% |
| Admin fee / account holder | $5 | $90-94.0% | $6,278-99.9% | $110-95.1% |