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| Provider | Service type | Compensation |
|---|---|---|
LUCCA, ROBERT A.1+ years Service code 49 2355 E CAMELBACK RD · PHOENIX, AZ 850169040 | Other Services | $20,320 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,074 |
WILSHIRE ASSOCIATES INCORPORATED1+ 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 | $28,423 | $38,925-27.0% | $73,836-61.5% | $55,191-48.5% |
| Participation rate | 28.4% | 66.0%-37.7pp | 73.4%-45.1pp | 69.2%-40.8pp |
| Annual return | -0.75% | 6.31%-7.1pp | 2268.06%-2268.8pp | 10.78%-11.5pp |
| Employer contribution / active EE | $250 | $1,695-85.2% | $2,787-91.0% | $1,899-86.8% |
| Participant deferral / active EE | $914 | $2,351-61.1% | $3,583-74.5% | $3,046-70.0% |
| Admin fee / account holder | $126 | $83+52.4% | $4,882-97.4% | $91+39.1% |