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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $20,294 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,680 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $78,301 | $75,183+4.1% | $123,894-36.8% | $55,167+41.9% |
| Participation rate | 87.8% | 72.8%+15.0pp | 81.4%+6.4pp | 69.0%+18.8pp |
| Annual return | 18.72% | 19.01%-0.3pp | 47.52%-28.8pp | 169.23%-150.5pp |
| Employer contribution / active EE | $4,491 | $2,823+59.1% | $4,617-2.7% | $1,963+128.9% |
| Participant deferral / active EE | $4,823 | $5,084-5.1% | $5,984-19.4% | $3,054+57.9% |
| Admin fee / account holder | $20 | $663-97.0% | $8,357-99.8% | $504-96.0% |