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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,781 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 49 · EIN 93-0987232 | Other Services | $5,377 |
Filed as: VALIC Service code 64 · EIN 74-1625348 | Recordkeeping Fees | $98 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ASSOCIATES INCORPORTED 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 | $20,704 | $47,977-56.8% | $154,108-86.6% | $56,289-63.2% |
| Participation rate | 49.3% | 66.2%-16.8pp | 83.0%-33.7pp | 69.9%-20.5pp |
| Annual return | 8.97% | 3.54%+5.4pp | 735.21%-726.2pp | -9.96%+18.9pp |
| Employer contribution / active EE | $595 | $2,169-72.6% | $5,298-88.8% | $2,111-71.8% |
| Participant deferral / active EE | $1,352 | $2,392-43.5% | $5,081-73.4% | $3,350-59.6% |
| Admin fee / account holder | $142 | $438-67.6% | $13,411-98.9% | $521-72.7% |