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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,929 |
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.
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 | $45,665 | $51,620-11.5% | $90,304-49.4% | $65,185-29.9% |
| Participation rate | 69.5% | 68.6%+0.9pp | 73.3%-3.7pp | 70.2%-0.7pp |
| Annual return | 25.32% | 24.94%+0.4pp | 78.13%-52.8pp | 29.38%-4.1pp |
| Employer contribution / active EE | $381 | $2,235-83.0% | $2,855-86.7% | $2,177-82.5% |
| Participant deferral / active EE | $2,996 | $2,871+4.4% | $3,885-22.9% | $3,514-14.7% |
| Admin fee / account holder | $190 | $384-50.6% | $5,354-96.5% | $847-77.6% |