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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $600 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,539 | $60,165-80.8% | $74,184-84.4% | $55,167-79.1% |
| Participation rate | 56.9% | 74.2%-17.2pp | 76.6%-19.7pp | 69.0%-12.1pp |
| Annual return | 11.46% | 10.00%+1.5pp | 17.74%-6.3pp | 169.23%-157.8pp |
| Employer contribution / active EE | $1,227 | $1,600-23.3% | $2,370-48.2% | $1,963-37.5% |
| Participant deferral / active EE | $2,122 | $2,973-28.6% | $3,550-40.2% | $3,054-30.5% |
| Admin fee / account holder | $8 | $419-98.1% | $5,586-99.9% | $504-98.4% |