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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,400 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,961 | $39,245-61.9% | $64,105-76.7% | $52,331-71.4% |
| Participation rate | 77.0% | 58.2%+18.7pp | 68.2%+8.8pp | 68.1%+8.9pp |
| Annual return | -1.70% | 14.79%-16.5pp | 791.24%-792.9pp | 4.54%-6.2pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,767 | $1,992+38.9% | $2,822-1.9% | $3,022-8.4% |
| Admin fee / account holder | $29 | $592-95.1% | $4,499-99.4% | $592-95.1% |