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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $8,227 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,517 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $88,981 | $58,895+51.1% | $178,503-50.2% | $73,497+21.1% |
| Participation rate | 53.2% | 66.2%-13.0pp | 81.9%-28.7pp | 70.7%-17.4pp |
| Annual return | 1.66% | 24.86%-23.2pp | 151.12%-149.5pp | 28.51%-26.9pp |
| Employer contribution / active EE | $885 | $2,236-60.4% | $5,011-82.3% | $2,270-61.0% |
| Participant deferral / active EE | $3,085 | $2,567+20.2% | $5,202-40.7% | $3,740-17.5% |
| Admin fee / account holder | $24 | $400-94.1% | $13,987-99.8% | $513-95.4% |