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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 711 HIGH ST · DES MOINES, IA 50392 | Contract Administrator | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 PRINCIPAL LIFE INSURANCE · DES MOINES, IA 50392 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,283 | $50,106-49.5% | $69,779-63.8% | $57,658-56.2% |
| Participation rate | 40.4% | 70.9%-30.4pp | 71.8%-31.4pp | 70.2%-29.8pp |
| Annual return | 8.69% | 14.58%-5.9pp | 12.99%-4.3pp | 5.13%+3.6pp |
| Employer contribution / active EE | $0 | $1,739-100.0% | $2,338-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,427 | $2,486-42.6% | $2,931-51.3% | $3,061-53.4% |
| Admin fee / account holder | $70 | $89-21.8% | $4,381-98.4% | $95-26.2% |