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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,735 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,545 | $39,245-83.3% | $64,105-89.8% | $52,331-87.5% |
| Participation rate | 100.0% | 58.2%+41.8pp | 68.2%+31.8pp | 68.1%+31.9pp |
| Annual return | 14.31% | 14.79%-0.5pp | 791.24%-776.9pp | 4.54%+9.8pp |
| Employer contribution / active EE | $2,406 | $736+226.8% | $1,820+32.2% | $1,882+27.8% |
| Participant deferral / active EE | $3,863 | $1,992+93.9% | $2,822+36.9% | $3,022+27.8% |
| Admin fee / account holder | $48 | $592-91.9% | $4,499-98.9% | $592-91.9% |