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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,004 |
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.
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 | $21,940 | $41,854-47.6% | $73,845-70.3% | $52,331-58.1% |
| Participation rate | 40.2% | 66.2%-26.1pp | 73.4%-33.3pp | 68.1%-27.9pp |
| Annual return | 15.15% | 2.11%+13.0pp | 2267.91%-2252.8pp | 4.54%+10.6pp |
| Employer contribution / active EE | $335 | $1,920-82.5% | $2,788-88.0% | $1,882-82.2% |
| Participant deferral / active EE | $1,226 | $2,498-50.9% | $3,583-65.8% | $3,022-59.4% |
| Admin fee / account holder | $17 | $493-96.5% | $4,881-99.6% | $592-97.1% |