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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,200 |
IMA WEALTH INC2 years Service code 49 · EIN 48-1233289 | Other Services | $5,545 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,037 | $91,019-75.8% | $392,568-94.4% | $72,976-69.8% |
| Participation rate | 42.3% | 74.4%-32.1pp | 78.1%-35.8pp | 69.5%-27.2pp |
| Annual return | 17.65% | 20.00%-2.4pp | 24.42%-6.8pp | 81.02%-63.4pp |
| Employer contribution / active EE | $0 | $2,751-100.0% | $3,783-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,051 | $4,570-55.1% | $5,985-65.7% | $3,608-43.1% |
| Admin fee / account holder | $183 | $4,895-96.3% | $6,260-97.1% | $5,124-96.4% |