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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 51-6041053 | Other Services | $10,546 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,970 |
WILSHIRE ASSOCIATES INCORPORATED1+ 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,772 | $37,117-30.6% | $147,617-82.5% | $55,191-53.3% |
| Participation rate | 41.9% | 63.6%-21.7pp | 84.6%-42.7pp | 69.2%-27.2pp |
| Annual return | -1.26% | 3.44%-4.7pp | 61.98%-63.2pp | 10.78%-12.0pp |
| Employer contribution / active EE | $653 | $1,620-59.7% | $5,564-88.3% | $1,899-65.6% |
| Participant deferral / active EE | $757 | $1,985-61.9% | $4,895-84.5% | $3,046-75.1% |
| Admin fee / account holder | $36 | $86-57.4% | $11,612-99.7% | $91-59.8% |