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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,099 |
WILSHIRE ASSOCIATES INCORPORATED1+ 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $9,611 | $37,044-74.1% | $71,796-86.6% | $57,658-83.3% |
| Participation rate | 50.6% | 61.1%-10.6pp | 69.1%-18.6pp | 70.2%-19.7pp |
| Annual return | 6.80% | 12.64%-5.8pp | 78.04%-71.2pp | 5.13%+1.7pp |
| Employer contribution / active EE | $0 | $720-100.0% | $1,924-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $798 | $1,974-59.6% | $2,794-71.4% | $3,061-73.9% |
| Admin fee / account holder | $37 | $101-63.6% | $4,815-99.2% | $95-61.1% |