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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,234 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,536 | $75,832-43.9% | $147,617-71.2% | $59,633-28.7% |
| Participation rate | 79.8% | 71.6%+8.2pp | 84.6%-4.9pp | 68.7%+11.1pp |
| Annual return | 5.39% | 0.37%+5.0pp | 61.98%-56.6pp | 2041.45%-2036.1pp |
| Employer contribution / active EE | $7 | $3,485-99.8% | $5,564-99.9% | $2,203-99.7% |
| Participant deferral / active EE | $5,965 | $3,131+90.5% | $4,895+21.8% | $3,192+86.9% |
| Admin fee / account holder | $30 | $5,986-99.5% | $11,612-99.7% | $4,297-99.3% |