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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,792 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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.
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 | $87,167 | $47,977+81.7% | $154,108-43.4% | $56,289+54.9% |
| Participation rate | 50.5% | 66.2%-15.7pp | 83.0%-32.6pp | 69.9%-19.4pp |
| Annual return | 8.75% | 3.54%+5.2pp | 735.21%-726.5pp | -9.96%+18.7pp |
| Employer contribution / active EE | $768 | $2,169-64.6% | $5,298-85.5% | $2,111-63.6% |
| Participant deferral / active EE | $2,915 | $2,392+21.9% | $5,081-42.6% | $3,350-13.0% |
| Admin fee / account holder | $29 | $438-93.3% | $13,411-99.8% | $521-94.4% |