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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,312 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $15,038 | $47,977-68.7% | $154,111-90.2% | $56,287-73.3% |
| Participation rate | 8.3% | 66.2%-57.9pp | 83.0%-74.7pp | 69.9%-61.6pp |
| Annual return | 10.54% | 3.54%+7.0pp | 735.18%-724.6pp | -9.96%+20.5pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $355 | $2,392-85.1% | $5,081-93.0% | $3,350-89.4% |
| Admin fee / account holder | $195 | $438-55.5% | $13,411-98.5% | $521-62.6% |