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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,754 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,299 | $41,281-38.7% | $109,313-76.9% | $57,658-56.1% |
| Participation rate | 69.9% | 59.3%+10.5pp | 71.3%-1.4pp | 70.2%-0.4pp |
| Annual return | 6.15% | 8.97%-2.8pp | 22.07%-15.9pp | 5.13%+1.0pp |
| Employer contribution / active EE | $426 | $1,201-64.5% | $3,892-89.0% | $1,974-78.4% |
| Participant deferral / active EE | $2,027 | $2,223-8.8% | $3,166-36.0% | $3,061-33.8% |
| Admin fee / account holder | $8 | $75-89.8% | $5,666-99.9% | $95-91.9% |