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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,108 |
Service code 49 · EIN 74-2794194 | Other Services | $16,407 |
WILSHIRE ASSOCIATES INCORPORATED7+ 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,045 | $56,540+8.0% | $185,849-67.2% | $86,821-29.7% |
| Participation rate | 35.3% | 65.5%-30.2pp | 81.7%-46.4pp | 72.3%-37.0pp |
| Annual return | 13.27% | 118.20%-104.9pp | 122.10%-108.8pp | 97.94%-84.7pp |
| Employer contribution / active EE | $572 | $1,844-69.0% | $5,169-88.9% | $2,406-76.2% |
| Participant deferral / active EE | $1,137 | $2,555-55.5% | $5,569-79.6% | $4,132-72.5% |
| Admin fee / account holder | $179 | $150+19.7% | $16,244-98.9% | $170+5.6% |