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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 93-0987232 | Other Services | $5,427 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $870 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 22 · EIN 95-2755361 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $56,882 | $44,873+26.8% | $79,466-28.4% | $56,287+1.1% |
| Participation rate | 22.8% | 68.7%-46.0pp | 73.3%-50.6pp | 69.9%-47.1pp |
| Annual return | -6.96% | 0.81%-7.8pp | 718.28%-725.2pp | -9.96%+3.0pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $2,800-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $503 | $2,746-81.7% | $3,704-86.4% | $3,350-85.0% |
| Admin fee / account holder | $21 | $418-94.9% | $5,104-99.6% | $521-95.9% |