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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,405 |
WILSHIRE ASSOCIATES INCORPORATED7+ 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.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,707 | $65,092-89.7% | $143,799-95.3% | $66,938-90.0% |
| Participation rate | 39.1% | 65.2%-26.2pp | 80.3%-41.3pp | 69.8%-30.8pp |
| Annual return | -20.73% | -11.14%-9.6pp | -0.04%-20.7pp | 1.58%-22.3pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,456 | $2,920-50.1% | $5,638-74.2% | $4,238-65.6% |
| Admin fee / account holder | $94 | $502-81.3% | $14,677-99.4% | $594-84.1% |