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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,737 |
BERWICK INSURANCE GROUP LLC3 years Service code 49 · EIN 86-0889918 | Other Services | $14,372 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,546 | $51,288-26.8% | $81,983-54.2% | $73,409-48.9% |
| Participation rate | 46.6% | 64.0%-17.4pp | 69.2%-22.7pp | 72.2%-25.6pp |
| Annual return | 6.98% | 29.48%-22.5pp | 41.31%-34.3pp | 59.29%-52.3pp |
| Employer contribution / active EE | $422 | $1,487-71.6% | $2,498-83.1% | $2,234-81.1% |
| Participant deferral / active EE | $1,702 | $2,715-37.3% | $3,722-54.3% | $3,805-55.3% |
| Admin fee / account holder | $106 | $125-15.2% | $5,664-98.1% | $158-32.7% |