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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $961 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,039 | $70,879-92.9% | $189,575-97.3% | $79,391-93.7% |
| Participation rate | 11.4% | 68.0%-56.5pp | 78.4%-67.0pp | 70.7%-59.3pp |
| Annual return | 0.00% | 20.70%-20.7pp | 64.19%-64.2pp | 116.88%-116.9pp |
| Employer contribution / active EE | $0 | $1,806-100.0% | $4,412-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $635 | $4,081-84.4% | $6,174-89.7% | $4,046-84.3% |
| Admin fee / account holder | $36 | $647-94.5% | $9,806-99.6% | $627-94.3% |