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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $280 |
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.
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 | $4,779 | $31,388-84.8% | $73,550-93.5% | $62,293-92.3% |
| Participation rate | 35.1% | 39.9%-4.7pp | 54.9%-19.8pp | 69.5%-34.4pp |
| Annual return | 0.00% | 25.34%-25.3pp | -15.16%+15.2pp | 28.90%-28.9pp |
| Employer contribution / active EE | $228 | $498-54.2% | $1,219-81.3% | $2,042-88.8% |
| Participant deferral / active EE | $410 | $1,028-60.1% | $1,804-77.3% | $3,169-87.1% |
| Admin fee / account holder | $4 | $299-98.8% | $2,320-99.8% | $479-99.2% |