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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2+ years Filed as: USI SECURITIES INC Service code 49 · EIN 06-1493970 | Other Services | $7,631 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,327 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,102 | $55,453-43.9% | $170,436-81.8% | $62,293-50.1% |
| Participation rate | 79.8% | 66.4%+13.4pp | 83.6%-3.8pp | 69.5%+10.3pp |
| Annual return | 9.31% | 21.38%-12.1pp | 205.94%-196.6pp | 28.90%-19.6pp |
| Employer contribution / active EE | $1,062 | $2,164-50.9% | $5,433-80.4% | $2,042-48.0% |
| Participant deferral / active EE | $2,114 | $2,303-8.2% | $4,939-57.2% | $3,169-33.3% |
| Admin fee / account holder | $46 | $455-90.0% | $13,880-99.7% | $479-90.5% |