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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $236,246 |
RNP ADVISORY SERVICES3+ years Filed as: RNP ADVISORY SERVICES, INC Service code 27 · EIN 77-0481209 | Advisory (Plan) | $111,555 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $25,107 | $80,976-69.0% | $75,501-66.7% | $80,976-69.0% |
| Participation rate | 47.1% | 68.3%-21.2pp | 72.4%-25.3pp | 68.3%-21.2pp |
| Annual return | 15.23% | 22.91%-7.7pp | 27.35%-12.1pp | 22.91%-7.7pp |
| Employer contribution / active EE | $674 | $2,402-71.9% | $2,352-71.3% | $2,402-71.9% |
| Participant deferral / active EE | $988 | $3,848-74.3% | $3,142-68.6% | $3,848-74.3% |
| Admin fee / account holder | $64 | $67-5.7% | $5,801-98.9% | $67-5.7% |