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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,928 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,202 | $50,498-46.1% | $75,784-64.1% | $55,191-50.7% |
| Participation rate | 77.7% | 69.4%+8.3pp | 75.8%+1.9pp | 69.2%+8.6pp |
| Annual return | 1.09% | 1.80%-0.7pp | 9.68%-8.6pp | 10.78%-9.7pp |
| Employer contribution / active EE | $129 | $2,291-94.4% | $3,323-96.1% | $1,899-93.2% |
| Participant deferral / active EE | $1,900 | $2,589-26.6% | $3,652-48.0% | $3,046-37.6% |
| Admin fee / account holder | $11 | $123-91.0% | $5,300-99.8% | $91-87.8% |