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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,711 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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.
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 | $11,295 | $58,726-80.8% | $92,240-87.8% | $62,293-81.9% |
| Participation rate | 60.6% | 68.3%-7.7pp | 76.5%-15.9pp | 69.5%-8.9pp |
| Annual return | 20.02% | 43.62%-23.6pp | 176.29%-156.3pp | 28.90%-8.9pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,462 | $2,766-11.0% | $3,897-36.8% | $3,169-22.3% |
| Admin fee / account holder | $123 | $556-77.9% | $5,194-97.6% | $479-74.4% |