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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,669 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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.
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 | $10,904 | $35,485-69.3% | $74,552-85.4% | $55,725-80.4% |
| Participation rate | 36.6% | 62.5%-25.9pp | 69.1%-32.5pp | 70.9%-34.3pp |
| Annual return | 5.80% | 0.72%+5.1pp | 32.53%-26.7pp | 244.93%-239.1pp |
| Employer contribution / active EE | $0 | $777-100.0% | $1,961-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $543 | $2,181-75.1% | $3,108-82.5% | $3,356-83.8% |
| Admin fee / account holder | $53 | $114-53.5% | $5,060-98.9% | $115-53.8% |