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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,373 |
Filed as: SIGNATOR INSURANCE AGENCY INC Service code 49 · EIN 04-3283827 | Other Services | $8,674 |
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.
Participant 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.
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 | $17,280 | $48,261-64.2% | $68,612-74.8% | $55,725-69.0% |
| Participation rate | 25.7% | 71.0%-45.4pp | 72.2%-46.6pp | 70.9%-45.2pp |
| Annual return | 0.00% | -2.61%+2.6pp | -4.63%+4.6pp | 244.93%-244.9pp |
| Employer contribution / active EE | $622 | $1,742-64.3% | $2,625-76.3% | $2,078-70.1% |
| Participant deferral / active EE | $926 | $2,712-65.8% | $3,311-72.0% | $3,356-72.4% |
| Admin fee / account holder | $184 | $126+45.6% | $5,131-96.4% | $115+59.5% |