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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $97,903 |
HARTLAND & CO2 years Service code 27 · EIN 34-1597728 | Advisory (Plan) | $5,625 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $31,758 | $46,173-31.2% | $170,435-81.4% | $69,631-54.4% |
| Participation rate | 69.8% | 63.9%+5.9pp | 83.6%-13.8pp | 70.7%-0.9pp |
| Annual return | 16.77% | 21.62%-4.8pp | 205.94%-189.2pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $750 | $1,610-53.4% | $5,432-86.2% | $2,032-63.1% |
| Participant deferral / active EE | $2,731 | $2,080+31.3% | $4,939-44.7% | $3,224-15.3% |
| Admin fee / account holder | $178 | $116+53.7% | $13,881-98.7% | $110+61.4% |