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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $8,466 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,773 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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.
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 | $88,845 | $52,967+67.7% | $172,753-48.6% | $65,186+36.3% |
| Participation rate | 54.7% | 66.2%-11.5pp | 82.6%-27.9pp | 70.2%-15.5pp |
| Annual return | 7.24% | 30.12%-22.9pp | 803.00%-795.8pp | 29.39%-22.1pp |
| Employer contribution / active EE | $786 | $2,190-64.1% | $5,144-84.7% | $2,177-63.9% |
| Participant deferral / active EE | $2,875 | $2,471+16.3% | $5,198-44.7% | $3,514-18.2% |
| Admin fee / account holder | $26 | $472-94.4% | $13,956-99.8% | $847-96.9% |