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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,651 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer 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 | $39,729 | $46,732-15.0% | $156,551-74.6% | $55,167-28.0% |
| Participation rate | 93.8% | 65.8%+28.0pp | 84.0%+9.8pp | 69.0%+24.9pp |
| Annual return | 9.66% | 17.72%-8.1pp | 32.23%-22.6pp | 169.23%-159.6pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,735 | $2,204+114.8% | $4,871-2.8% | $3,054+55.0% |
| Admin fee / account holder | $29 | $418-93.1% | $13,028-99.8% | $504-94.3% |