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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,607 |
BAIRD FUNDS1 year Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 49 · EIN 39-6037917 | Other Services | $11,020 |
Filed as: WILSHIRE ADVISORS LLC 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 | $25,736 | $65,092-60.5% | $143,799-82.1% | $66,938-61.6% |
| Participation rate | 67.1% | 65.2%+1.9pp | 80.3%-13.2pp | 69.8%-2.7pp |
| Annual return | -10.55% | -11.14%+0.6pp | -0.04%-10.5pp | 1.58%-12.1pp |
| Employer contribution / active EE | $472 | $2,362-80.0% | $4,952-90.5% | $2,545-81.5% |
| Participant deferral / active EE | $1,689 | $2,920-42.2% | $5,638-70.1% | $4,238-60.2% |
| Admin fee / account holder | $129 | $502-74.3% | $14,677-99.1% | $594-78.3% |