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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,857 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $12,839 | $64,286-80.0% | $106,387-87.9% | $55,727-77.0% |
| Participation rate | 90.4% | 75.2%+15.2pp | 77.5%+12.9pp | 70.9%+19.5pp |
| Annual return | -7.34% | 0.84%-8.2pp | 0.25%-7.6pp | 244.94%-252.3pp |
| Employer contribution / active EE | $3,081 | $2,367+30.2% | $3,520-12.5% | $2,078+48.3% |
| Participant deferral / active EE | $0 | $4,158-100.0% | $5,421-100.0% | $3,356-100.0% |
| Admin fee / account holder | $5 | $102-95.1% | $7,510-99.9% | $115-95.6% |