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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $9,752 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,827 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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 | $107,536 | $61,172+75.8% | $185,851-42.1% | $79,389+35.5% |
| Participation rate | 47.5% | 66.6%-19.1pp | 81.7%-34.2pp | 70.7%-23.2pp |
| Annual return | 22.61% | 19.45%+3.2pp | 122.11%-99.5pp | 116.89%-94.3pp |
| Employer contribution / active EE | $843 | $2,321-63.7% | $5,168-83.7% | $2,428-65.3% |
| Participant deferral / active EE | $2,764 | $2,788-0.9% | $5,569-50.4% | $4,046-31.7% |
| Admin fee / account holder | $26 | $710-96.3% | $16,245-99.8% | $626-95.8% |