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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,606 |
IMA WEALTH INC3 years Service code 49 · EIN 48-1233289 | Other Services | $5,330 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,600 | $95,762-68.0% | $379,746-91.9% | $79,856-61.7% |
| Participation rate | 43.2% | 74.0%-30.8pp | 78.4%-35.2pp | 69.6%-26.5pp |
| Annual return | 11.96% | 18.26%-6.3pp | 34.90%-22.9pp | 31.71%-19.8pp |
| Employer contribution / active EE | $0 | $2,695-100.0% | $3,540-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,642 | $4,705-43.8% | $6,024-56.1% | $3,741-29.4% |
| Admin fee / account holder | $201 | $6,745-97.0% | $7,927-97.5% | $5,306-96.2% |