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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,239 |
WILSHIRE ASSOCIATES INCORPORATED1+ 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.
Annual investment return 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 | $77,160 | $46,732+65.1% | $156,551-50.7% | $55,167+39.9% |
| Participation rate | 50.9% | 65.8%-14.9pp | 84.0%-33.1pp | 69.0%-18.1pp |
| Annual return | 1.04% | 17.72%-16.7pp | 32.23%-31.2pp | 169.23%-168.2pp |
| Employer contribution / active EE | $693 | $2,105-67.1% | $5,501-87.4% | $1,963-64.7% |
| Participant deferral / active EE | $2,568 | $2,204+16.5% | $4,871-47.3% | $3,054-15.9% |
| Admin fee / account holder | $25 | $418-94.0% | $13,028-99.8% | $504-95.0% |