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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,239 |
BUSINESS SOLUTIONS INC7+ years Service code 49 · EIN 54-1942298 | Other Services | $2,158 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Service code 27 · EIN 95-2755361 | 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.
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 | $34,881 | $94,833-63.2% | $75,717-53.9% | $86,813-59.8% |
| Participation rate | 14.7% | 79.1%-64.5pp | 74.8%-60.2pp | 72.3%-57.6pp |
| Annual return | 16.18% | 16.91%-0.7pp | 104.58%-88.4pp | 97.93%-81.8pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,743-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $67 | $3,632-98.2% | $3,821-98.3% | $4,131-98.4% |
| Admin fee / account holder | $94 | $109-13.3% | $3,619-97.4% | $170-44.5% |