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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,851 |
AMERICAN FUNDS2+ years Filed as: CAPITAL ONE, NA Service code 27 · EIN 72-0210640 | Advisory (Plan) | $11,239 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $45,718 | $38,969+17.3% | $109,313-58.2% | $55,167-17.1% |
| Participation rate | 43.4% | 58.2%-14.8pp | 71.3%-27.9pp | 69.0%-25.6pp |
| Annual return | 8.99% | 8.26%+0.7pp | 22.07%-13.1pp | 169.23%-160.2pp |
| Employer contribution / active EE | $1,145 | $1,227-6.6% | $3,892-70.6% | $1,963-41.6% |
| Participant deferral / active EE | $2,176 | $2,1760% | $3,166-31.3% | $3,054-28.7% |
| Admin fee / account holder | $265 | $501-47.2% | $5,666-95.3% | $504-47.5% |