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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,958 |
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 | $63,167 | $50,637+24.7% | $86,582-27.0% | $62,293+1.4% |
| Participation rate | 69.6% | 67.9%+1.8pp | 73.5%-3.9pp | 69.5%+0.1pp |
| Annual return | 13.54% | 20.80%-7.3pp | 965.08%-951.5pp | 28.90%-15.4pp |
| Employer contribution / active EE | $487 | $2,075-76.5% | $2,839-82.8% | $2,042-76.1% |
| Participant deferral / active EE | $2,512 | $2,611-3.8% | $3,609-30.4% | $3,169-20.8% |
| Admin fee / account holder | $98 | $413-76.2% | $4,904-98.0% | $479-79.5% |