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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,566 |
PROEQUITIES INC5+ years Service code 49 · EIN 63-0879387 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,027 | $35,949+14.1% | $88,538-53.7% | $65,185-37.1% |
| Participation rate | 63.9% | 56.4%+7.5pp | 68.7%-4.8pp | 70.2%-6.3pp |
| Annual return | 22.00% | 47.52%-25.5pp | 43.64%-21.6pp | 29.38%-7.4pp |
| Employer contribution / active EE | $527 | $1,047-49.7% | $2,098-74.9% | $2,177-75.8% |
| Participant deferral / active EE | $1,298 | $1,870-30.6% | $2,914-55.5% | $3,514-63.1% |
| Admin fee / account holder | $24 | $496-95.1% | $4,310-99.4% | $847-97.1% |