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| Provider | Service type | Compensation |
|---|---|---|
PENSION FINANCIAL SERVICES, INC.4+ years Service code 13 · EIN 58-1485803 | Contract Administrator | $4,451 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,114 |
Filed as: PENSION FINANCIAL SERVICES, INC Service code 13 | Contract Administrator | $1,714 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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).
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 | $42,618 | $85,202-50.0% | $172,739-75.3% | $72,985-41.6% |
| Participation rate | 61.4% | 70.1%-8.7pp | 82.6%-21.2pp | 69.5%-8.1pp |
| Annual return | 22.01% | 27.32%-5.3pp | 802.84%-780.8pp | 81.00%-59.0pp |
| Employer contribution / active EE | $1,232 | $3,324-62.9% | $5,143-76.0% | $2,440-49.5% |
| Participant deferral / active EE | $4,205 | $3,260+29.0% | $5,198-19.1% | $3,607+16.6% |
| Admin fee / account holder | $95 | $5,884-98.4% | $13,954-99.3% | $5,124-98.1% |