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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,187 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 49 · EIN 93-0987232 | Other Services | $6,435 |
Filed as: VALIC Service code 64 · EIN 74-1625348 | Recordkeeping Fees | $0 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,967 | $52,953-56.6% | $172,739-86.7% | $65,185-64.8% |
| Participation rate | 47.7% | 66.2%-18.5pp | 82.6%-34.9pp | 70.2%-22.5pp |
| Annual return | 4.74% | 30.12%-25.4pp | 802.84%-798.1pp | 29.38%-24.6pp |
| Employer contribution / active EE | $891 | $2,190-59.3% | $5,143-82.7% | $2,177-59.1% |
| Participant deferral / active EE | $1,673 | $2,471-32.3% | $5,198-67.8% | $3,514-52.4% |
| Admin fee / account holder | $133 | $472-71.9% | $13,954-99.0% | $847-84.3% |