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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,751 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Filed as: WILSHIRE ADVISORS LLC 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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,756 | $58,778-97.0% | $129,295-98.6% | $77,671-97.7% |
| Participation rate | 51.7% | 59.2%-7.5pp | 69.6%-17.9pp | 70.6%-18.8pp |
| Annual return | 13.32% | 24.73%-11.4pp | 9429.28%-9416.0pp | 31.21%-17.9pp |
| Employer contribution / active EE | $0 | $1,952-100.0% | $4,157-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $405 | $3,212-87.4% | $4,169-90.3% | $4,648-91.3% |
| Admin fee / account holder | $42 | $589-92.9% | $7,665-99.5% | $430-90.2% |