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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,355 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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 | $81,407 | $55,453+46.8% | $170,435-52.2% | $62,293+30.7% |
| Participation rate | 53.3% | 66.4%-13.0pp | 83.6%-30.3pp | 69.5%-16.2pp |
| Annual return | 10.91% | 21.38%-10.5pp | 205.94%-195.0pp | 28.90%-18.0pp |
| Employer contribution / active EE | $676 | $2,164-68.7% | $5,432-87.6% | $2,042-66.9% |
| Participant deferral / active EE | $2,758 | $2,303+19.8% | $4,939-44.2% | $3,169-13.0% |
| Admin fee / account holder | $25 | $455-94.6% | $13,881-99.8% | $479-94.9% |