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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL LIFE INSURANCE COMPA Service code 13 · EIN 42-0127290 | Contract Administrator | $5,518 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES INCORPORAT Service code 13 · EIN 95-2755361 | Contract Administrator | $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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $5,393 | $46,360-88.4% | $147,617-96.3% | $52,331-89.7% |
| Participation rate | 55.8% | 64.9%-9.2pp | 84.6%-28.8pp | 68.1%-12.3pp |
| Annual return | 1.40% | 1.62%-0.2pp | 61.98%-60.6pp | 4.54%-3.1pp |
| Employer contribution / active EE | $231 | $2,126-89.2% | $5,564-95.9% | $1,882-87.8% |
| Participant deferral / active EE | $717 | $2,258-68.3% | $4,895-85.4% | $3,022-76.3% |
| Admin fee / account holder | $28 | $766-96.3% | $11,612-99.8% | $592-95.2% |