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| Provider | Service type | Compensation |
|---|---|---|
WEALTHPLAN ADVISORS LLC1 year Service code 27 · EIN 47-2622892 | Advisory (Plan) | $11,697 |
Service code 49 · EIN 74-2794194 | Other Services | $6,189 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,732 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,113 | $89,739-31.9% | $149,718-59.2% | $62,292-1.9% |
| Participation rate | 59.8% | 85.1%-25.3pp | 87.1%-27.3pp | 69.5%-9.7pp |
| Annual return | 19.24% | 21.01%-1.8pp | 1501.63%-1482.4pp | 28.90%-9.7pp |
| Employer contribution / active EE | $780 | $3,233-75.9% | $5,445-85.7% | $2,042-61.8% |
| Participant deferral / active EE | $2,890 | $4,797-39.7% | $6,569-56.0% | $3,169-8.8% |
| Admin fee / account holder | $28 | $551-94.8% | $11,283-99.7% | $479-94.1% |