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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $72 |
Filed as: WILSHIRE ASSOCIATES INC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,221 | $37,440-5.9% | $77,081-54.3% | $66,930-47.4% |
| Participation rate | 9.0% | 52.9%-43.9pp | 67.9%-58.9pp | 69.8%-60.8pp |
| Annual return | -15.86% | -3.26%-12.6pp | 42.33%-58.2pp | 1.57%-17.4pp |
| Employer contribution / active EE | $0 | $1,534-100.0% | $2,813-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $395 | $2,620-84.9% | $4,428-91.1% | $4,238-90.7% |
| Admin fee / account holder | $63 | $568-88.9% | $5,427-98.8% | $593-89.4% |