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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,643 |
Filed as: VOYA FINANCIAL ADVISORS INC Service code 49 · EIN 40-0945505 | Other Services | $8,489 |
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.
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 | $41,455 | $46,360-10.6% | $147,618-71.9% | $52,331-20.8% |
| Participation rate | 53.3% | 64.9%-11.6pp | 84.6%-31.3pp | 68.1%-14.8pp |
| Annual return | -1.01% | 1.62%-2.6pp | 61.98%-63.0pp | 4.54%-5.6pp |
| Employer contribution / active EE | $545 | $2,126-74.3% | $5,565-90.2% | $1,882-71.0% |
| Participant deferral / active EE | $1,693 | $2,258-25.0% | $4,895-65.4% | $3,022-44.0% |
| Admin fee / account holder | $77 | $766-89.9% | $11,612-99.3% | $592-87.0% |