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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $808 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,375 | $50,637-69.6% | $86,590-82.2% | $62,292-75.3% |
| Participation rate | 87.1% | 67.9%+19.2pp | 73.5%+13.5pp | 69.5%+17.6pp |
| Annual return | 17.22% | 20.80%-3.6pp | 964.84%-947.6pp | 28.90%-11.7pp |
| Employer contribution / active EE | $407 | $2,075-80.4% | $2,839-85.7% | $2,042-80.1% |
| Participant deferral / active EE | $1,528 | $2,611-41.5% | $3,609-57.6% | $3,169-51.8% |
| Admin fee / account holder | $8 | $413-98.1% | $4,906-99.8% | $479-98.4% |