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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSION FINANCIAL SERVICES, INC Service code 13 · EIN 58-1485803 | Contract Administrator | $19,020 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,633 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,101 | $75,962-49.8% | $154,111-75.3% | $64,173-40.6% |
| Participation rate | 57.4% | 70.4%-13.0pp | 83.0%-25.6pp | 69.6%-12.2pp |
| Annual return | -7.27% | 30.32%-37.6pp | 735.18%-742.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $392 | $3,350-88.3% | $5,298-92.6% | $2,381-83.5% |
| Participant deferral / active EE | $775 | $3,175-75.6% | $5,081-84.7% | $3,470-77.7% |
| Admin fee / account holder | $244 | $5,589-95.6% | $13,411-98.2% | $4,887-95.0% |