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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,579 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 49 · EIN 93-0987232 | Other Services | $7,891 |
Filed as: VALIC Service code 64 · EIN 74-1625348 | Recordkeeping Fees | $0 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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.
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 | $28,903 | $58,895-50.9% | $178,503-83.8% | $73,497-60.7% |
| Participation rate | 44.2% | 66.2%-22.0pp | 81.9%-37.7pp | 70.7%-26.4pp |
| Annual return | 2.25% | 24.86%-22.6pp | 151.12%-148.9pp | 28.51%-26.3pp |
| Employer contribution / active EE | $966 | $2,236-56.8% | $5,011-80.7% | $2,270-57.4% |
| Participant deferral / active EE | $1,914 | $2,567-25.4% | $5,202-63.2% | $3,740-48.8% |
| Admin fee / account holder | $151 | $400-62.3% | $13,987-98.9% | $513-70.6% |