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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,026 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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 | $19,928 | $82,093-75.7% | $379,746-94.8% | $73,415-72.9% |
| Participation rate | 95.2% | 76.8%+18.4pp | 78.4%+16.8pp | 72.2%+23.0pp |
| Annual return | 17.32% | 18.89%-1.6pp | 34.90%-17.6pp | 59.30%-42.0pp |
| Employer contribution / active EE | $3,270 | $2,847+14.9% | $3,540-7.6% | $2,234+46.4% |
| Participant deferral / active EE | $0 | $4,697-100.0% | $6,024-100.0% | $3,806-100.0% |
| Admin fee / account holder | $9 | $128-93.1% | $7,927-99.9% | $158-94.4% |