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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,067 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,246 | $104,336-91.1% | $159,455-94.2% | $86,813-89.3% |
| Participation rate | 11.8% | 77.7%-65.9pp | 82.8%-71.0pp | 72.3%-60.5pp |
| Annual return | 25.94% | 26.32%-0.4pp | 263.63%-237.7pp | 97.93%-72.0pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,830-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $590 | $6,837-91.4% | $7,353-92.0% | $4,131-85.7% |
| Admin fee / account holder | $70 | $172-59.5% | $10,800-99.4% | $170-58.9% |