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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $751 |
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.
Annual investment return 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 | $46,829 | $45,152+3.7% | $73,836-36.6% | $59,633-21.5% |
| Participation rate | 62.1% | 64.0%-1.9pp | 73.4%-11.4pp | 68.7%-6.6pp |
| Annual return | -54.30% | 27.40%-81.7pp | 2268.06%-2322.4pp | 2041.45%-2095.7pp |
| Employer contribution / active EE | $1,508 | $1,901-20.7% | $2,787-45.9% | $2,203-31.6% |
| Participant deferral / active EE | $5,542 | $2,573+115.4% | $3,583+54.7% | $3,192+73.6% |
| Admin fee / account holder | $16 | $3,515-99.5% | $4,882-99.7% | $4,297-99.6% |