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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $91,151 |
HARTLAND & CO1 year Service code 27 · EIN 34-1597728 | Advisory (Plan) | $5,625 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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.
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 | $26,201 | $36,916-29.0% | $156,551-83.3% | $57,658-54.6% |
| Participation rate | 69.9% | 63.4%+6.5pp | 84.0%-14.1pp | 70.2%-0.3pp |
| Annual return | 12.66% | 12.38%+0.3pp | 32.23%-19.6pp | 5.13%+7.5pp |
| Employer contribution / active EE | $721 | $1,571-54.1% | $5,501-86.9% | $1,974-63.5% |
| Participant deferral / active EE | $2,645 | $1,926+37.3% | $4,871-45.7% | $3,061-13.6% |
| Admin fee / account holder | $173 | $82+109.7% | $13,028-98.7% | $95+83.0% |