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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $217,561 |
RNP ADVISORY SERVICES1+ years Filed as: RNP ADVISORY SERVICES, INC Service code 27 · EIN 77-0481209 | Advisory (Plan) | $83,677 |
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.
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 | $19,981 | $67,505-70.4% | $63,244-68.4% | $67,505-70.4% |
| Participation rate | 54.0% | 71.2%-17.2pp | 71.0%-17.0pp | 71.2%-17.2pp |
| Annual return | 1.14% | 6.52%-5.4pp | -70.31%+71.5pp | 6.52%-5.4pp |
| Employer contribution / active EE | $672 | $2,173-69.1% | $2,322-71.0% | $2,173-69.1% |
| Participant deferral / active EE | $988 | $3,597-72.5% | $2,953-66.6% | $3,597-72.5% |
| Admin fee / account holder | $63 | $56+11.8% | $5,893-98.9% | $56+11.8% |