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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,770 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES INCORPORATED 95 Service code 27 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,619 | $37,117-22.9% | $147,617-80.6% | $55,191-48.1% |
| Participation rate | 22.6% | 63.6%-41.0pp | 84.6%-62.0pp | 69.2%-46.6pp |
| Annual return | 0.36% | 3.44%-3.1pp | 61.98%-61.6pp | 10.78%-10.4pp |
| Employer contribution / active EE | $262 | $1,620-83.8% | $5,564-95.3% | $1,899-86.2% |
| Participant deferral / active EE | $553 | $1,985-72.2% | $4,895-88.7% | $3,046-81.8% |
| Admin fee / account holder | $49 | $86-42.2% | $11,612-99.6% | $91-45.6% |